Brighton Jones LLC’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
3,215
+1,217
| +61% | +$122K | 0.01% | 695 |
|
|
2025
Q1 | $210K | Sell |
1,998
-1,309
| -40% | -$138K | 0.01% | 640 |
|
|
2024
Q4 | $261K | Buy |
+3,307
| New | +$261K | 0.01% | 563 |
|
|
2024
Q3 | – | Sell |
-2,474
| Closed | -$232K | – | 643 |
|
|
2024
Q2 | $232K | Sell |
2,474
-1,516
| -38% | -$142K | 0.01% | 534 |
|
|
2024
Q1 | $417K | Buy |
3,990
+1,104
| +38% | +$116K | 0.02% | 389 |
|
|
2023
Q4 | $261K | Sell |
2,886
-1,852
| -39% | -$168K | 0.01% | 471 |
|
|
2023
Q3 | $386K | Buy |
4,738
+442
| +10% | +$36K | 0.02% | 346 |
|
|
2023
Q2 | $298K | Buy |
4,296
+117
| +3% | +$8.11K | 0.02% | 398 |
|
|
2023
Q1 | $360K | Buy |
4,179
+234
| +6% | +$20.2K | 0.02% | 347 |
|
|
2022
Q4 | $270K | Buy |
+3,945
| New | +$270K | 0.02% | 360 |
|
|
2018
Q3 | – | Sell |
-8,563
| Closed | -$431K | – | 304 |
|
|
2018
Q2 | $431K | Buy |
+8,563
| New | +$431K | 0.06% | 189 |
|