Brown Advisory’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Sell |
39,218
-968
| -2% | -$96.8K | 0.01% | 546 |
|
|
2025
Q1 | $4.23M | Buy |
40,186
+854
| +2% | +$89.9K | 0.01% | 518 |
|
|
2024
Q4 | $3.1M | Sell |
39,332
-1,024
| -3% | -$80.7K | ﹤0.01% | 576 |
|
|
2024
Q3 | $3M | Sell |
40,356
-6,094
| -13% | -$453K | ﹤0.01% | 584 |
|
|
2024
Q2 | $4.35M | Sell |
46,450
-21
| -0% | -$1.97K | 0.01% | 517 |
|
|
2024
Q1 | $4.86M | Buy |
46,471
+31
| +0.1% | +$3.24K | 0.01% | 502 |
|
|
2023
Q4 | $4.2M | Sell |
46,440
-447
| -1% | -$40.5K | 0.01% | 510 |
|
|
2023
Q3 | $3.82M | Sell |
46,887
-1,173
| -2% | -$95.6K | 0.01% | 506 |
|
|
2023
Q2 | $3.33M | Sell |
48,060
-47
| -0.1% | -$3.26K | 0.01% | 529 |
|
|
2023
Q1 | $4.15M | Sell |
48,107
-7,427
| -13% | -$641K | 0.01% | 501 |
|
|
2022
Q4 | $3.79M | Sell |
55,534
-4,584
| -8% | -$313K | 0.01% | 512 |
|
|
2022
Q3 | $3.42M | Sell |
60,118
-94,864
| -61% | -$5.39M | 0.01% | 499 |
|
|
2022
Q2 | $14M | Buy |
154,982
+9,455
| +6% | +$855K | 0.03% | 345 |
|
|
2022
Q1 | $22M | Buy |
145,527
+20,533
| +16% | +$3.1M | 0.03% | 308 |
|
|
2021
Q4 | $28M | Buy |
124,994
+89,894
| +256% | +$20.2M | 0.03% | 282 |
|
|
2021
Q3 | $8.33M | Sell |
35,100
-47
| -0.1% | -$11.2K | 0.01% | 388 |
|
|
2021
Q2 | $8.6M | Sell |
35,147
-2,136
| -6% | -$523K | 0.01% | 397 |
|
|
2021
Q1 | $8.22M | Sell |
37,283
-243
| -0.6% | -$53.6K | 0.01% | 388 |
|
|
2020
Q4 | $9.54M | Buy |
37,526
+1,615
| +4% | +$411K | 0.02% | 350 |
|
|
2020
Q3 | $7.68M | Sell |
35,911
-7,552
| -17% | -$1.62M | 0.02% | 349 |
|
|
2020
Q2 | $8.7M | Sell |
43,463
-2,661
| -6% | -$533K | 0.02% | 321 |
|
|
2020
Q1 | $5.64M | Sell |
46,124
-13,117
| -22% | -$1.6M | 0.02% | 355 |
|
|
2019
Q4 | $6.83M | Buy |
59,241
+2,521
| +4% | +$291K | 0.02% | 379 |
|
|
2019
Q3 | $5.59M | Sell |
56,720
-755
| -1% | -$74.3K | 0.02% | 397 |
|
|
2019
Q2 | $7.1M | Sell |
57,475
-8,555
| -13% | -$1.06M | 0.02% | 368 |
|
|
2019
Q1 | $5.46M | Buy |
66,030
+1,063
| +2% | +$87.9K | 0.02% | 439 |
|
|
2018
Q4 | $4.15M | Buy |
64,967
+697
| +1% | +$44.5K | 0.01% | 448 |
|
|
2018
Q3 | $4.52M | Sell |
64,270
-136,884
| -68% | -$9.63M | 0.01% | 469 |
|
|
2018
Q2 | $10.1M | Buy |
201,154
+50,432
| +33% | +$2.54M | 0.03% | 326 |
|
|
2018
Q1 | $6.01M | Buy |
150,722
+18,081
| +14% | +$720K | 0.02% | 372 |
|
|
2017
Q4 | $3.4M | Buy |
+132,641
| New | +$3.4M | 0.01% | 458 |
|