Capital Impact 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 | $6.94M | Buy |
+69,410
| New | +$6.94M | 2.09% | 25 |
|
|
2021
Q4 | – | Sell |
-11,505
| Closed | -$2.73M | – | 128 |
|
|
2021
Q3 | $2.73M | Hold |
11,505
| – | – | 1.08% | 33 |
|
|
2021
Q2 | $2.82M | Buy |
+11,505
| New | +$2.82M | 0.91% | 43 |
|
|
2021
Q1 | – | Sell |
-15,000
| Closed | -$3.81M | – | 125 |
|
|
2020
Q4 | $3.81M | Buy |
15,000
+7,500
| +100% | +$1.91M | 0.94% | 41 |
|
|
2020
Q3 | $1.6M | Sell |
7,500
-10,000
| -57% | -$2.14M | 0.48% | 89 |
|
|
2020
Q2 | $3.5M | Sell |
17,500
-447
| -2% | -$89.5K | 1.17% | 20 |
|
|
2020
Q1 | $2.19M | Buy |
17,947
+712
| +4% | +$87K | 0.92% | 40 |
|
|
2019
Q4 | $1.99M | Hold |
17,235
| – | – | 0.7% | 81 |
|
|
2019
Q3 | $1.67M | Buy |
17,235
+3,879
| +29% | +$377K | 0.64% | 101 |
|
|
2019
Q2 | $1.64M | Sell |
13,356
-14,947
| -53% | -$1.83M | 0.6% | 99 |
|
|
2019
Q1 | $1.74M | Hold |
28,303
| – | – | 0.77% | 49 |
|
|
2018
Q4 | $1.74M | Buy |
+28,303
| New | +$1.74M | 0.75% | 52 |
|