CAPTRUST Financial Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $684K | Buy |
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|
2024
Q3 | $529K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $401K | Buy |
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|
2022
Q3 | $301K | Sell |
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|
2022
Q2 | $538K | Buy |
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|
2022
Q1 | $878K | Buy |
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|
2021
Q4 | $891K | Buy |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $271K | Sell |
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|
2021
Q1 | $407K | Buy |
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|
2020
Q4 | $171K | Buy |
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|
2020
Q3 | $128K | Sell |
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|
2020
Q2 | $179K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $48K | Buy |
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|
2019
Q1 | $11K | Buy |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $16K | Buy |
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|
2018
Q1 | $8K | Buy |
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