Claret Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,245
| Closed | -$236K | – | 448 |
|
|
2025
Q1 | $236K | Buy |
+2,245
| New | +$236K | 0.03% | 214 |
|
|
2024
Q3 | – | Sell |
-2,216
| Closed | -$207K | – | 347 |
|
|
2024
Q2 | $207K | Buy |
2,216
+235
| +12% | +$22K | 0.04% | 186 |
|
|
2024
Q1 | $207K | Buy |
+1,981
| New | +$207K | 0.03% | 186 |
|