Clarius Group LLC’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.66M | Sell |
36,639
-3,797
| -9% | -$380K | 0.21% | 53 |
|
|
2025
Q1 | $4.25M | Sell |
40,436
-9,145
| -18% | -$962K | 0.27% | 46 |
|
|
2024
Q4 | $3.91M | Sell |
49,581
-5,786
| -10% | -$456K | 0.27% | 42 |
|
|
2024
Q3 | $4.11M | Sell |
55,367
-3,173
| -5% | -$236K | 0.29% | 42 |
|
|
2024
Q2 | $5.48M | Sell |
58,540
-3,270
| -5% | -$306K | 0.39% | 35 |
|
|
2024
Q1 | $6.47M | Buy |
61,810
+20,233
| +49% | +$2.12M | 0.45% | 28 |
|
|
2023
Q4 | $3.76M | Sell |
41,577
-1,265
| -3% | -$115K | 0.31% | 46 |
|
|
2023
Q3 | $3.49M | Sell |
42,842
-3,340
| -7% | -$272K | 0.33% | 40 |
|
|
2023
Q2 | $3.2M | Sell |
46,182
-3,003
| -6% | -$208K | 0.25% | 50 |
|
|
2023
Q1 | $4.24M | Sell |
49,185
-24
| -0% | -$2.07K | 0.36% | 39 |
|
|
2022
Q4 | $3.36M | Buy |
49,209
+553
| +1% | +$37.8K | 0.3% | 49 |
|
|
2022
Q3 | $2.77M | Sell |
48,656
-5,268
| -10% | -$300K | 0.28% | 47 |
|
|
2022
Q2 | $4.88M | Buy |
53,924
+51,073
| +1,791% | +$4.62M | 0.49% | 27 |
|
|
2022
Q1 | $639K | Hold |
2,851
| – | – | 0.05% | 194 |
|
|
2021
Q4 | $639K | Buy |
2,851
+73
| +3% | +$16.4K | 0.05% | 194 |
|
|
2021
Q3 | $659K | Buy |
+2,778
| New | +$659K | 0.06% | 172 |
|
|
2021
Q2 | – | Sell |
-2,769
| Closed | -$610K | – | 427 |
|
|
2021
Q1 | $610K | Hold |
2,769
| – | – | 0.06% | 157 |
|
|
2020
Q4 | $704K | Buy |
2,769
+89
| +3% | +$22.6K | 0.08% | 131 |
|
|
2020
Q3 | $573K | Hold |
2,680
| – | – | 0.07% | 122 |
|
|
2020
Q2 | $537K | Hold |
2,680
| – | – | 0.08% | 128 |
|
|
2020
Q1 | $328K | Buy |
2,680
+70
| +3% | +$8.57K | 0.06% | 168 |
|
|
2019
Q4 | $336K | Hold |
2,610
| – | – | 0.05% | 189 |
|
|
2019
Q3 | $257K | Hold |
2,610
| – | – | 0.05% | 221 |
|
|
2019
Q2 | $322K | Hold |
2,610
| – | – | 0.06% | 158 |
|
|
2019
Q1 | $216K | Buy |
+2,610
| New | +$216K | 0.05% | 194 |
|