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Congress Asset Management’s Okta OKTA Stock Holding History

Congress Asset Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.02M Sell
80,238
-527
-0.7% -$52.7K 0.06% 199
2025
Q1 		$8.5M Buy
80,765
+1,234
+2% +$130K 0.06% 194
2024
Q4 		$6.27M Buy
79,531
+1,070
+1% +$84.3K 0.04% 221
2024
Q3 		$5.83M Buy
+78,461
New +$5.83M 0.04% 216