Coastal Bridge Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290K | Sell |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $750K | Hold |
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|
2024
Q3 | $708K | Hold |
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|
2024
Q2 | $891K | Hold |
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|
2024
Q1 | $996K | Sell |
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|
2023
Q4 | $870K | Hold |
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|
2023
Q3 | $783K | Hold |
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|
2023
Q2 | $666K | Hold |
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|
2023
Q1 | $829K | Hold |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $317K | Hold |
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|
2022
Q2 | $505K | Hold |
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|
2022
Q1 | $843K | Sell |
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|
2021
Q4 | $2.77M | Buy |
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|
2021
Q3 | $1.3M | Hold |
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|
2021
Q2 | $1.34M | Hold |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.52M | Hold |
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|
2020
Q3 | $1.28M | Hold |
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|
2020
Q2 | $1.2M | Hold |
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|
2020
Q1 | $733K | Hold |
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|
2019
Q4 | $691K | Hold |
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|
2019
Q3 | $590K | Hold |
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|
2019
Q2 | $740K | Sell |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.16M | Hold |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $589K | Sell |
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|
2018
Q1 | $893K | Buy |
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|
2017
Q4 | $379K | Buy |
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