CI Investments Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
1,793
+34
| +2% | +$3.39K | ﹤0.01% | 729 |
|
|
2025
Q1 | $185K | Sell |
1,759
-1,437
| -45% | -$151K | ﹤0.01% | 745 |
|
|
2024
Q4 | $252K | Buy |
3,196
+1,832
| +134% | +$144K | ﹤0.01% | 661 |
|
|
2024
Q3 | $101K | Buy |
1,364
+145
| +12% | +$10.7K | ﹤0.01% | 846 |
|
|
2024
Q2 | $114K | Sell |
1,219
-92
| -7% | -$8.6K | ﹤0.01% | 773 |
|
|
2024
Q1 | $137K | Sell |
1,311
-4,337
| -77% | -$453K | ﹤0.01% | 799 |
|
|
2023
Q4 | $511K | Buy |
5,648
+702
| +14% | +$63.5K | ﹤0.01% | 447 |
|
|
2023
Q3 | $403K | Sell |
4,946
-381
| -7% | -$31K | ﹤0.01% | 474 |
|
|
2023
Q2 | $369K | Sell |
5,327
-681
| -11% | -$47.2K | ﹤0.01% | 517 |
|
|
2023
Q1 | $518K | Buy |
6,008
+80
| +1% | +$6.9K | ﹤0.01% | 427 |
|
|
2022
Q4 | $405K | Buy |
5,928
+1,278
| +27% | +$87.3K | ﹤0.01% | 470 |
|
|
2022
Q3 | $264K | Buy |
4,650
+441
| +10% | +$25K | ﹤0.01% | 528 |
|
|
2022
Q2 | $380K | Buy |
4,209
+4,021
| +2,139% | +$363K | ﹤0.01% | 500 |
|
|
2022
Q1 | $28K | Buy |
188
+170
| +944% | +$25.3K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 1138 |
|
|
2021
Q3 | $4K | Buy |
+18
| New | +$4K | ﹤0.01% | 1094 |
|
|
2020
Q4 | – | Sell |
-1,396
| Closed | -$299K | – | 1012 |
|
|
2020
Q3 | $299K | Sell |
1,396
-19
| -1% | -$4.07K | ﹤0.01% | 503 |
|
|
2020
Q2 | $283K | Sell |
1,415
-21,140
| -94% | -$4.23M | ﹤0.01% | 480 |
|
|
2020
Q1 | $2.76M | Buy |
+22,555
| New | +$2.76M | 0.02% | 267 |
|
|
2019
Q3 | – | Sell |
-26,202
| Closed | -$3.24M | – | 602 |
|
|
2019
Q2 | $3.24M | Sell |
26,202
-26,807
| -51% | -$3.31M | 0.02% | 241 |
|
|
2019
Q1 | $4.39M | Hold |
53,009
| – | – | 0.02% | 245 |
|
|
2018
Q4 | $3.38M | Hold |
53,009
| – | – | 0.02% | 233 |
|
|
2018
Q3 | $3.73M | Hold |
53,009
| – | – | 0.03% | 220 |
|
|
2018
Q2 | $2.67M | Buy |
+53,009
| New | +$2.67M | 0.02% | 217 |
|
|
2018
Q1 | – | Sell |
-7,500
| Closed | -$192K | – | 209 |
|
|
2017
Q4 | $192K | Hold |
7,500
| – | – | ﹤0.01% | 178 |
|
|
2017
Q3 | $212K | Hold |
7,500
| – | – | ﹤0.01% | 184 |
|
|
2017
Q2 | $171K | Buy |
+7,500
| New | +$171K | ﹤0.01% | 167 |
|