Corient Private Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
10,664
-1,439
| -12% | -$144K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $1.27M | Buy |
12,103
+1,956
| +19% | +$206K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $800K | Sell |
10,147
-1,378
| -12% | -$109K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $857K | Buy |
11,525
+1,659
| +17% | +$123K | ﹤0.01% | 1456 |
|
|
2024
Q2 | $924K | Sell |
9,866
-963
| -9% | -$90.1K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $1.13M | Buy |
10,829
+1,701
| +19% | +$178K | ﹤0.01% | 1268 |
|
|
2023
Q4 | $826K | Sell |
9,128
-1,935
| -17% | -$175K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $902K | Buy |
11,063
+382
| +4% | +$31.1K | ﹤0.01% | 1229 |
|
|
2023
Q2 | $740K | Sell |
10,681
-976
| -8% | -$67.7K | ﹤0.01% | 1261 |
|
|
2023
Q1 | $1.01M | Buy |
11,657
+5,461
| +88% | +$471K | ﹤0.01% | 1079 |
|
|
2022
Q4 | $432K | Buy |
+6,196
| New | +$432K | ﹤0.01% | 1191 |
|