Cerity Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Buy |
72,265
+9,963
| +16% | +$996K | 0.01% | 661 |
|
|
2025
Q1 | $6.56M | Sell |
62,302
-4,432
| -7% | -$466K | 0.01% | 622 |
|
|
2024
Q4 | $5.25M | Buy |
66,734
+12,322
| +23% | +$969K | 0.01% | 694 |
|
|
2024
Q3 | $4.04M | Buy |
54,412
+36,936
| +211% | +$2.75M | 0.01% | 794 |
|
|
2024
Q2 | $1.64M | Sell |
17,476
-1,345
| -7% | -$126K | ﹤0.01% | 1003 |
|
|
2024
Q1 | $1.97M | Sell |
18,821
-3,153,402
| -99% | -$330M | 0.01% | 977 |
|
|
2023
Q4 | $1.49M | Buy |
3,172,223
+3,121,809
| +6,192% | +$1.46M | ﹤0.01% | 854 |
|
|
2023
Q3 | $4.11M | Buy |
50,414
+9,740
| +24% | +$794K | 0.02% | 445 |
|
|
2023
Q2 | $2.82M | Buy |
40,674
+36,301
| +830% | +$2.52M | 0.01% | 637 |
|
|
2023
Q1 | $377K | Sell |
4,373
-1,983
| -31% | -$171K | ﹤0.01% | 1426 |
|
|
2022
Q4 | $434K | Buy |
6,356
+1,498
| +31% | +$102K | ﹤0.01% | 997 |
|
|
2022
Q3 | $276K | Sell |
4,858
-1,264
| -21% | -$71.8K | ﹤0.01% | 931 |
|
|
2022
Q2 | $553K | Buy |
6,122
+57
| +0.9% | +$5.15K | 0.01% | 715 |
|
|
2022
Q1 | $915K | Sell |
6,065
-4,044
| -40% | -$610K | 0.01% | 465 |
|
|
2021
Q4 | $2.27M | Buy |
10,109
+3,626
| +56% | +$814K | 0.03% | 298 |
|
|
2021
Q3 | $1.54M | Buy |
6,483
+522
| +9% | +$124K | 0.03% | 300 |
|
|
2021
Q2 | $1.46M | Sell |
5,961
-3,205
| -35% | -$784K | 0.03% | 312 |
|
|
2021
Q1 | $2.02M | Buy |
9,166
+5,708
| +165% | +$1.26M | 0.05% | 251 |
|
|
2020
Q4 | $879K | Buy |
3,458
+805
| +30% | +$205K | 0.03% | 322 |
|
|
2020
Q3 | $567K | Buy |
2,653
+689
| +35% | +$147K | 0.02% | 306 |
|
|
2020
Q2 | $394K | Sell |
1,964
-15
| -0.8% | -$3.01K | 0.02% | 312 |
|
|
2020
Q1 | $242K | Buy |
1,979
+10
| +0.5% | +$1.22K | 0.02% | 384 |
|
|
2019
Q4 | $227K | Buy |
+1,969
| New | +$227K | 0.01% | 485 |
|