Blue Zone Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
22,687
+1,917
| +9% | +$192K | 0.57% | 58 |
|
|
2025
Q1 | $2.19M | Buy |
20,770
+2,370
| +13% | +$249K | 0.61% | 57 |
|
|
2024
Q4 | $1.45M | Buy |
18,400
+1,168
| +7% | +$92K | 0.42% | 59 |
|
|
2024
Q3 | $1.28M | Buy |
17,232
+830
| +5% | +$61.7K | 0.4% | 58 |
|
|
2024
Q2 | $1.54M | Buy |
16,402
+10,969
| +202% | +$1.03M | 0.53% | 56 |
|
|
2024
Q1 | $568K | Buy |
5,433
+291
| +6% | +$30.4K | 0.2% | 65 |
|
|
2023
Q4 | $466K | Buy |
5,142
+134
| +3% | +$12.1K | 0.19% | 60 |
|
|
2023
Q3 | $408K | Buy |
5,008
+67
| +1% | +$5.46K | 0.18% | 61 |
|
|
2023
Q2 | $343K | Buy |
4,941
+522
| +12% | +$36.2K | 0.16% | 60 |
|
|
2023
Q1 | $381K | Buy |
4,419
+125
| +3% | +$10.8K | 0.2% | 59 |
|
|
2022
Q4 | $293K | Buy |
4,294
+400
| +10% | +$27.3K | 0.16% | 69 |
|
|
2022
Q3 | $221K | Sell |
3,894
-10,936
| -74% | -$621K | 0.11% | 79 |
|
|
2022
Q2 | $1.34M | Buy |
14,830
+398
| +3% | +$36K | 0.61% | 54 |
|
|
2022
Q1 | $2.18M | Buy |
14,432
+1,344
| +10% | +$203K | 0.81% | 47 |
|
|
2021
Q4 | $2.93M | Buy |
13,088
+466
| +4% | +$104K | 0.97% | 39 |
|
|
2021
Q3 | $3M | Buy |
12,622
+676
| +6% | +$160K | 1.04% | 34 |
|
|
2021
Q2 | $2.92M | Buy |
11,946
+693
| +6% | +$170K | 1.1% | 30 |
|
|
2021
Q1 | $2.48M | Buy |
11,253
+2,385
| +27% | +$526K | 1.05% | 37 |
|
|
2020
Q4 | $2.26M | Buy |
+8,868
| New | +$2.26M | 1.09% | 32 |
|