CIBC Private Wealth Group’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.2K | Sell |
152
-311
| -67% | -$31.1K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $42.3K | Sell |
463
-61,946
| -99% | -$5.66M | ﹤0.01% | 1684 |
|
|
2024
Q4 | $5.33M | Buy |
62,409
+35,409
| +131% | +$3.03M | 0.01% | 413 |
|
|
2024
Q3 | $2.01M | Buy |
27,000
+26,576
| +6,268% | +$1.98M | ﹤0.01% | 568 |
|
|
2024
Q2 | $41.6K | Sell |
424
-140
| -25% | -$13.7K | ﹤0.01% | 1747 |
|
|
2024
Q1 | $58.4K | Buy |
+564
| New | +$58.4K | ﹤0.01% | 1611 |
|
|
2023
Q2 | – | Sell |
-37,554
| Closed | -$2.39M | – | 908 |
|
|
2023
Q1 | $2.39M | Sell |
37,554
-3,345
| -8% | -$213K | 0.01% | 487 |
|
|
2022
Q4 | $2.79M | Buy |
+40,899
| New | +$2.79M | 0.01% | 383 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$4K | – | 1110 |
|
|
2022
Q2 | $4K | Buy |
40
+2
| +5% | +$200 | ﹤0.01% | 1129 |
|
|
2022
Q1 | $6K | Buy |
+38
| New | +$6K | ﹤0.01% | 1179 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$23K | – | 1469 |
|
|
2018
Q2 | $23K | Buy |
450
+150
| +50% | +$7.67K | ﹤0.01% | 1365 |
|
|
2018
Q1 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1492 |
|