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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $259K | Sell |
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|
2025
Q3 | $484K | Buy |
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|
2025
Q2 | $284K | Buy |
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|
2025
Q1 | $270K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $265K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $203K | Buy |
|