Bristlecone 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 | – | Sell |
-6,644
| Closed | -$699K | – | 342 |
|
|
2025
Q1 | $699K | Buy |
6,644
+37
| +0.6% | +$3.89K | 0.06% | 170 |
|
|
2024
Q4 | $521K | Buy |
6,607
+1,719
| +35% | +$135K | 0.04% | 193 |
|
|
2024
Q3 | $363K | Hold |
4,888
| – | – | 0.03% | 211 |
|
|
2024
Q2 | $458K | Sell |
4,888
-222
| -4% | -$20.8K | 0.04% | 191 |
|
|
2024
Q1 | $535K | Sell |
5,110
-301
| -6% | -$31.5K | 0.05% | 178 |
|
|
2023
Q4 | $490K | Buy |
5,411
+8
| +0.1% | +$724 | 0.05% | 186 |
|
|
2023
Q3 | $440K | Sell |
5,403
-58
| -1% | -$4.73K | 0.05% | 180 |
|
|
2023
Q2 | $379K | Sell |
5,461
-141
| -3% | -$9.78K | 0.04% | 198 |
|
|
2023
Q1 | $483K | Buy |
5,602
+525
| +10% | +$45.3K | 0.05% | 175 |
|
|
2022
Q4 | $347K | Buy |
5,077
+790
| +18% | +$54K | 0.04% | 196 |
|
|
2022
Q3 | $244K | Buy |
4,287
+622
| +17% | +$35.4K | 0.03% | 219 |
|
|
2022
Q2 | $331K | Buy |
3,665
+625
| +21% | +$56.4K | 0.04% | 194 |
|
|
2022
Q1 | $459K | Buy |
3,040
+770
| +34% | +$116K | 0.06% | 169 |
|
|
2021
Q4 | $509K | Buy |
2,270
+498
| +28% | +$112K | 0.06% | 164 |
|
|
2021
Q3 | $421K | Buy |
1,772
+201
| +13% | +$47.8K | 0.06% | 162 |
|
|
2021
Q2 | $384K | Buy |
1,571
+37
| +2% | +$9.04K | 0.05% | 168 |
|
|
2021
Q1 | $338K | Buy |
1,534
+419
| +38% | +$92.3K | 0.05% | 168 |
|
|
2020
Q4 | $283K | Buy |
+1,115
| New | +$283K | 0.05% | 176 |
|