Clear Creek Financial Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,771
| Closed | -$376K | – | 540 |
|
|
2024
Q4 | $376K | Sell |
4,771
-386
| -7% | -$30.4K | 0.04% | 344 |
|
|
2024
Q3 | $383K | Sell |
5,157
-95
| -2% | -$7.06K | 0.04% | 307 |
|
|
2024
Q2 | $492K | Buy |
5,252
+45
| +0.9% | +$4.21K | 0.06% | 256 |
|
|
2024
Q1 | $545K | Buy |
5,207
+411
| +9% | +$43K | 0.07% | 234 |
|
|
2023
Q4 | $434K | Buy |
4,796
+28
| +0.6% | +$2.54K | 0.07% | 213 |
|
|
2023
Q3 | $389K | Buy |
4,768
+314
| +7% | +$25.6K | 0.07% | 201 |
|
|
2023
Q2 | $309K | Buy |
4,454
+4
| +0.1% | +$277 | 0.05% | 239 |
|
|
2023
Q1 | $384K | Buy |
4,450
+1,163
| +35% | +$100K | 0.07% | 193 |
|
|
2022
Q4 | $225K | Buy |
+3,287
| New | +$225K | 0.05% | 252 |
|
|
2022
Q3 | – | Sell |
-2,470
| Closed | -$223K | – | 306 |
|
|
2022
Q2 | $223K | Buy |
2,470
+432
| +21% | +$39K | 0.05% | 260 |
|
|
2022
Q1 | $308K | Buy |
+2,038
| New | +$308K | 0.05% | 245 |
|