Corient Private Wealth’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.07M Sell
2025
Q1
$1.27M Buy
2024
Q4
$800K Sell
2024
Q3
$857K Buy
2024
Q2
$924K Sell
2024
Q1
$1.13M Buy
2023
Q4
$826K Sell
2023
Q3
$902K Buy
2023
Q2
$740K Sell
2023
Q1
$1.01M Buy
2022
Q4
$432K Buy