Caprock Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.15M | Buy |
10,922
+6,890
| +171% | +$725K | 0.04% | 420 |
|
|
2024
Q4 | $318K | Buy |
4,032
+246
| +6% | +$19.4K | 0.01% | 779 |
|
|
2024
Q3 | $281K | Buy |
3,786
+930
| +33% | +$69.1K | 0.01% | 743 |
|
|
2024
Q2 | $267K | Buy |
2,856
+129
| +5% | +$12.1K | 0.01% | 722 |
|
|
2024
Q1 | $285K | Buy |
2,727
+26
| +1% | +$2.72K | 0.02% | 578 |
|
|
2023
Q4 | $245K | Sell |
2,701
-44
| -2% | -$3.98K | 0.02% | 595 |
|
|
2023
Q3 | $224K | Sell |
2,745
-823
| -23% | -$67.1K | 0.02% | 578 |
|
|
2023
Q2 | $247K | Sell |
3,568
-2,836
| -44% | -$197K | 0.02% | 560 |
|
|
2023
Q1 | $552K | Buy |
6,404
+951
| +17% | +$82K | 0.04% | 336 |
|
|
2022
Q4 | $373K | Buy |
5,453
+581
| +12% | +$39.7K | 0.03% | 349 |
|
|
2022
Q3 | $277K | Buy |
4,872
+2,464
| +102% | +$140K | 0.03% | 423 |
|
|
2022
Q2 | $218K | Buy |
2,408
+214
| +10% | +$19.4K | 0.02% | 481 |
|
|
2022
Q1 | $331K | Sell |
2,194
-1,319
| -38% | -$199K | 0.03% | 390 |
|
|
2021
Q4 | $788K | Sell |
3,513
-175
| -5% | -$39.3K | 0.07% | 214 |
|
|
2021
Q3 | $875K | Sell |
3,688
-42
| -1% | -$9.97K | 0.08% | 179 |
|
|
2021
Q2 | $913K | Buy |
3,730
+165
| +5% | +$40.4K | 0.08% | 174 |
|
|
2021
Q1 | $786K | Sell |
3,565
-139
| -4% | -$30.6K | 0.09% | 173 |
|
|
2020
Q4 | $942K | Buy |
3,704
+7
| +0.2% | +$1.78K | 0.11% | 145 |
|
|
2020
Q3 | $791K | Sell |
3,697
-80
| -2% | -$17.1K | 0.11% | 144 |
|
|
2020
Q2 | $756K | Buy |
+3,777
| New | +$756K | 0.11% | 146 |
|