Bleakley Financial Group’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 |
-3,774
| Closed | -$297K | – | 835 |
|
|
2024
Q4 | $297K | Sell |
3,774
-340
| -8% | -$26.8K | 0.01% | 802 |
|
|
2024
Q3 | $306K | Buy |
4,114
+182
| +5% | +$13.5K | 0.01% | 768 |
|
|
2024
Q2 | $368K | Buy |
3,932
+51
| +1% | +$4.77K | 0.01% | 699 |
|
|
2024
Q1 | $406K | Sell |
3,881
-11,376
| -75% | -$1.19M | 0.01% | 674 |
|
|
2023
Q4 | $1.38M | Sell |
15,257
-17,610
| -54% | -$1.59M | 0.04% | 338 |
|
|
2023
Q3 | $2.68M | Sell |
32,867
-1,062
| -3% | -$86.6K | 0.09% | 194 |
|
|
2023
Q2 | $2.35M | Buy |
33,929
+16,208
| +91% | +$1.12M | 0.07% | 231 |
|
|
2023
Q1 | $1.53M | Buy |
17,721
+12,983
| +274% | +$1.12M | 0.05% | 307 |
|
|
2022
Q4 | $324K | Buy |
+4,738
| New | +$324K | 0.01% | 678 |
|