Chicago Partners Investment Group’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$484K Buy
2025
Q2
$284K Buy
2025
Q1
$270K Buy
2021
Q4
Sell
2021
Q3
$216K Sell
2021
Q2
$252K Buy
2021
Q1
$270K Sell
2020
Q4
$265K Buy
2020
Q3
$201K Sell
2020
Q2
$203K Buy