CIBC Asset Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
6,831
+45
| +0.7% | +$4.5K | ﹤0.01% | 713 |
|
|
2025
Q1 | $714K | Buy |
6,786
+353
| +5% | +$37.1K | ﹤0.01% | 701 |
|
|
2024
Q4 | $507K | Buy |
6,433
+783
| +14% | +$61.7K | ﹤0.01% | 749 |
|
|
2024
Q3 | $420K | Buy |
5,650
+288
| +5% | +$21.4K | ﹤0.01% | 777 |
|
|
2024
Q2 | $502K | Buy |
5,362
+498
| +10% | +$46.6K | ﹤0.01% | 738 |
|
|
2024
Q1 | $509K | Buy |
4,864
+10
| +0.2% | +$1.05K | ﹤0.01% | 732 |
|
|
2023
Q4 | $439K | Sell |
4,854
-360
| -7% | -$32.6K | ﹤0.01% | 739 |
|
|
2023
Q3 | $425K | Buy |
5,214
+242
| +5% | +$19.7K | ﹤0.01% | 734 |
|
|
2023
Q2 | $345K | Buy |
4,972
+3
| +0.1% | +$208 | ﹤0.01% | 776 |
|
|
2023
Q1 | $429K | Buy |
4,969
+265
| +6% | +$22.9K | ﹤0.01% | 733 |
|
|
2022
Q4 | $321K | Sell |
4,704
-18,751
| -80% | -$1.28M | ﹤0.01% | 788 |
|
|
2022
Q3 | $1.33M | Buy |
23,455
+764
| +3% | +$43.5K | 0.01% | 623 |
|
|
2022
Q2 | $2.05M | Sell |
22,691
-5,396
| -19% | -$488K | 0.01% | 508 |
|
|
2022
Q1 | $4.24M | Buy |
28,087
+6,154
| +28% | +$929K | 0.01% | 386 |
|
|
2021
Q4 | $4.92M | Buy |
21,933
+3,099
| +16% | +$695K | 0.02% | 377 |
|
|
2021
Q3 | $4.47M | Buy |
18,834
+2,237
| +13% | +$531K | 0.02% | 372 |
|
|
2021
Q2 | $4.06M | Buy |
16,597
+922
| +6% | +$226K | 0.02% | 389 |
|
|
2021
Q1 | $3.46M | Buy |
15,675
+1,993
| +15% | +$439K | 0.01% | 395 |
|
|
2020
Q4 | $3.48M | Buy |
13,682
+9,340
| +215% | +$2.37M | 0.02% | 365 |
|
|
2020
Q3 | $929K | Buy |
4,342
+108
| +3% | +$23.1K | ﹤0.01% | 601 |
|
|
2020
Q2 | $848K | Hold |
4,234
| – | – | 0.01% | 589 |
|
|
2020
Q1 | $518K | Sell |
4,234
-400
| -9% | -$48.9K | ﹤0.01% | 630 |
|
|
2019
Q4 | $535K | Buy |
4,634
+621
| +15% | +$71.7K | ﹤0.01% | 713 |
|
|
2019
Q3 | $395K | Buy |
4,013
+400
| +11% | +$39.4K | ﹤0.01% | 760 |
|
|
2019
Q2 | $446K | Hold |
3,613
| – | – | ﹤0.01% | 761 |
|
|
2019
Q1 | $299K | Hold |
3,613
| – | – | ﹤0.01% | 839 |
|
|
2018
Q4 | $231K | Hold |
3,613
| – | – | ﹤0.01% | 876 |
|
|
2018
Q3 | $254K | Buy |
+3,613
| New | +$254K | ﹤0.01% | 923 |
|