Belpointe Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,621
| Closed | -$915K | – | 1003 |
|
|
2024
Q4 | $915K | Buy |
+11,621
| New | +$915K | 0.06% | 341 |
|
|
2024
Q3 | – | Sell |
-12,664
| Closed | -$1.19M | – | 973 |
|
|
2024
Q2 | $1.19M | Buy |
+12,664
| New | +$1.19M | 0.08% | 228 |
|
|
2023
Q2 | – | Sell |
-320
| Closed | -$27.6K | – | 2440 |
|
|
2023
Q1 | $27.6K | Buy |
320
+9
| +3% | +$776 | ﹤0.01% | 2113 |
|
|
2022
Q4 | $21.3K | Buy |
+311
| New | +$21.3K | ﹤0.01% | 2141 |
|
|
2022
Q2 | – | Sell |
-1,451
| Closed | -$220K | – | 1220 |
|
|
2022
Q1 | $220K | Sell |
1,451
-972
| -40% | -$147K | 0.01% | 864 |
|
|
2021
Q4 | $497K | Buy |
2,423
+382
| +19% | +$78.4K | 0.03% | 524 |
|
|
2021
Q3 | $439K | Buy |
2,041
+235
| +13% | +$50.5K | 0.03% | 548 |
|
|
2021
Q2 | $397K | Sell |
1,806
-233
| -11% | -$51.2K | 0.03% | 571 |
|
|
2021
Q1 | $366K | Sell |
2,039
-1,209
| -37% | -$217K | 0.03% | 524 |
|
|
2020
Q4 | $740K | Buy |
3,248
+2,125
| +189% | +$484K | 0.07% | 317 |
|
|
2020
Q3 | $240K | Sell |
1,123
-696
| -38% | -$149K | 0.03% | 503 |
|
|
2020
Q2 | $364K | Buy |
1,819
+730
| +67% | +$146K | 0.05% | 366 |
|
|
2020
Q1 | $133K | Sell |
1,089
-11
| -1% | -$1.34K | 0.02% | 534 |
|
|
2019
Q4 | $127K | Hold |
1,100
| – | – | 0.02% | 691 |
|
|
2019
Q3 | $108K | Buy |
+1,100
| New | +$108K | 0.02% | 647 |
|