Charles Schwab’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
1,244,062
+36,304
| +3% | +$3.63M | 0.02% | 578 |
|
|
2025
Q1 | $127M | Buy |
1,207,758
+92,242
| +8% | +$9.71M | 0.02% | 541 |
|
|
2024
Q4 | $87.9M | Buy |
1,115,516
+46,064
| +4% | +$3.63M | 0.02% | 739 |
|
|
2024
Q3 | $79.5M | Buy |
1,069,452
+17,950
| +2% | +$1.33M | 0.02% | 797 |
|
|
2024
Q2 | $98.4M | Buy |
1,051,502
+44,068
| +4% | +$4.13M | 0.02% | 658 |
|
|
2024
Q1 | $105M | Buy |
1,007,434
+39,746
| +4% | +$4.16M | 0.02% | 582 |
|
|
2023
Q4 | $87.6M | Buy |
967,688
+29,591
| +3% | +$2.68M | 0.02% | 627 |
|
|
2023
Q3 | $76.5M | Buy |
938,097
+416,028
| +80% | +$33.9M | 0.02% | 632 |
|
|
2023
Q2 | $36.2M | Buy |
522,069
+13,748
| +3% | +$953K | 0.01% | 1099 |
|
|
2023
Q1 | $43.8M | Buy |
508,321
+10,247
| +2% | +$884K | 0.01% | 925 |
|
|
2022
Q4 | $34M | Buy |
498,074
+24,084
| +5% | +$1.65M | 0.01% | 1066 |
|
|
2022
Q3 | $27M | Buy |
473,990
+8,688
| +2% | +$494K | 0.01% | 1170 |
|
|
2022
Q2 | $42.1M | Buy |
465,302
+9,198
| +2% | +$832K | 0.01% | 862 |
|
|
2022
Q1 | $68.9M | Buy |
456,104
+11,169
| +3% | +$1.69M | 0.02% | 689 |
|
|
2021
Q4 | $99.7M | Buy |
444,935
+74,374
| +20% | +$16.7M | 0.03% | 532 |
|
|
2021
Q3 | $87.9M | Buy |
370,561
+5,447
| +1% | +$1.29M | 0.03% | 555 |
|
|
2021
Q2 | $89.3M | Buy |
365,114
+13,625
| +4% | +$3.33M | 0.03% | 546 |
|
|
2021
Q1 | $77.5M | Buy |
351,489
+8,287
| +2% | +$1.83M | 0.03% | 592 |
|
|
2020
Q4 | $87.3M | Buy |
343,202
+16,550
| +5% | +$4.21M | 0.03% | 472 |
|
|
2020
Q3 | $69.9M | Buy |
326,652
+12,212
| +4% | +$2.61M | 0.03% | 478 |
|
|
2020
Q2 | $63M | Buy |
314,440
+18,684
| +6% | +$3.74M | 0.03% | 526 |
|
|
2020
Q1 | $36.2M | Buy |
295,756
+4,765
| +2% | +$583K | 0.02% | 651 |
|
|
2019
Q4 | $33.6M | Buy |
290,991
+18,534
| +7% | +$2.14M | 0.02% | 874 |
|
|
2019
Q3 | $26.8M | Sell |
272,457
-363,211
| -57% | -$35.8M | 0.02% | 959 |
|
|
2019
Q2 | $78.5M | Buy |
635,668
+161,068
| +34% | +$19.9M | 0.05% | 375 |
|
|
2019
Q1 | $39.3M | Buy |
474,600
+62,488
| +15% | +$5.17M | 0.03% | 677 |
|
|
2018
Q4 | $26.3M | Buy |
412,112
+14,441
| +4% | +$921K | 0.02% | 815 |
|
|
2018
Q3 | $28M | Buy |
397,671
+373,870
| +1,571% | +$26.3M | 0.02% | 916 |
|
|
2018
Q2 | $1.2M | Sell |
23,801
-24,456
| -51% | -$1.23M | ﹤0.01% | 2531 |
|
|
2018
Q1 | $1.92M | Buy |
48,257
+9,900
| +26% | +$395K | ﹤0.01% | 2347 |
|
|
2017
Q4 | $983K | Buy |
38,357
+14,457
| +60% | +$370K | ﹤0.01% | 2510 |
|
|
2017
Q3 | $675K | Buy |
23,900
+5,600
| +31% | +$158K | ﹤0.01% | 2630 |
|
|
2017
Q2 | $418K | Buy |
+18,300
| New | +$418K | ﹤0.01% | 2747 |
|