Chicago Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Buy |
3,374
+187
| +6% | +$18.7K | 0.05% | 308 |
|
|
2025
Q1 | $335K | Buy |
3,187
+67
| +2% | +$7.05K | 0.06% | 264 |
|
|
2024
Q4 | $246K | Buy |
3,120
+191
| +7% | +$15.1K | 0.04% | 297 |
|
|
2024
Q3 | $218K | Buy |
2,929
+221
| +8% | +$16.4K | 0.04% | 352 |
|
|
2024
Q2 | $253K | Buy |
2,708
+619
| +30% | +$57.9K | 0.05% | 269 |
|
|
2024
Q1 | $219K | Buy |
+2,089
| New | +$219K | 0.05% | 273 |
|