Chicago Partners Investment Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
2,968
+679
| +30% | +$64.9K | 0.01% | 869 |
|
|
2025
Q1 | $270K | Buy |
+2,289
| New | +$270K | 0.01% | 734 |
|
|
2021
Q4 | – | Sell |
-847
| Closed | -$216K | – | 595 |
|
|
2021
Q3 | $216K | Sell |
847
-149
| -15% | -$38K | 0.02% | 529 |
|
|
2021
Q2 | $252K | Buy |
996
+49
| +5% | +$12.4K | 0.02% | 460 |
|
|
2021
Q1 | $270K | Sell |
947
-58
| -6% | -$16.5K | 0.02% | 427 |
|
|
2020
Q4 | $265K | Buy |
1,005
+43
| +4% | +$11.3K | 0.03% | 389 |
|
|
2020
Q3 | $201K | Sell |
962
-23
| -2% | -$4.81K | 0.02% | 385 |
|
|
2020
Q2 | $203K | Buy |
+985
| New | +$203K | 0.03% | 362 |
|