Creative Planning’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.7M | Buy |
207,328
+119,580
| +136% | +$12M | 0.02% | 330 |
|
|
2025
Q1 | $9.23M | Buy |
87,748
+9,404
| +12% | +$989K | 0.01% | 508 |
|
|
2024
Q4 | $6.17M | Sell |
78,344
-8,337
| -10% | -$657K | 0.01% | 591 |
|
|
2024
Q3 | $6.44M | Buy |
86,681
+75,290
| +661% | +$5.6M | 0.01% | 564 |
|
|
2024
Q2 | $1.07M | Sell |
11,391
-434
| -4% | -$40.6K | ﹤0.01% | 1356 |
|
|
2024
Q1 | $1.24M | Buy |
11,825
+1,594
| +16% | +$167K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $926K | Sell |
10,231
-31,408
| -75% | -$2.84M | ﹤0.01% | 1274 |
|
|
2023
Q3 | $3.39M | Buy |
41,639
+505
| +1% | +$41.2K | ﹤0.01% | 651 |
|
|
2023
Q2 | $2.85M | Sell |
41,134
-797
| -2% | -$55.3K | ﹤0.01% | 684 |
|
|
2023
Q1 | $3.62M | Buy |
41,931
+206
| +0.5% | +$17.8K | 0.01% | 585 |
|
|
2022
Q4 | $2.85M | Buy |
41,725
+841
| +2% | +$57.5K | ﹤0.01% | 634 |
|
|
2022
Q3 | $2.33M | Buy |
40,884
+935
| +2% | +$53.2K | ﹤0.01% | 649 |
|
|
2022
Q2 | $3.61M | Buy |
39,949
+31,808
| +391% | +$2.88M | 0.01% | 540 |
|
|
2022
Q1 | $1.23M | Sell |
8,141
-1,523
| -16% | -$230K | ﹤0.01% | 893 |
|
|
2021
Q4 | $2.17M | Sell |
9,664
-24,707
| -72% | -$5.54M | ﹤0.01% | 664 |
|
|
2021
Q3 | $8.16M | Sell |
34,371
-319
| -0.9% | -$75.7K | 0.01% | 299 |
|
|
2021
Q2 | $8.49M | Sell |
34,690
-74,171
| -68% | -$18.1M | 0.02% | 295 |
|
|
2021
Q1 | $24M | Sell |
108,861
-956
| -0.9% | -$211K | 0.05% | 152 |
|
|
2020
Q4 | $27.9M | Buy |
109,817
+1,452
| +1% | +$369K | 0.06% | 124 |
|
|
2020
Q3 | $23.2M | Buy |
108,365
+6,117
| +6% | +$1.31M | 0.06% | 125 |
|
|
2020
Q2 | $20.5M | Sell |
102,248
-293
| -0.3% | -$58.7K | 0.06% | 120 |
|
|
2020
Q1 | $12.5M | Buy |
102,541
+1,267
| +1% | +$155K | 0.04% | 142 |
|
|
2019
Q4 | $11.7M | Sell |
101,274
-16
| -0% | -$1.85K | 0.04% | 166 |
|
|
2019
Q3 | $9.97M | Sell |
101,290
-1,952
| -2% | -$192K | 0.03% | 176 |
|
|
2019
Q2 | $12.8M | Buy |
103,242
+484
| +0.5% | +$59.8K | 0.04% | 151 |
|
|
2019
Q1 | $8.5M | Sell |
102,758
-3,428
| -3% | -$284K | 0.03% | 188 |
|
|
2018
Q4 | $6.78M | Sell |
106,186
-820
| -0.8% | -$52.3K | 0.03% | 198 |
|
|
2018
Q3 | $7.53M | Buy |
107,006
+102,695
| +2,382% | +$7.23M | 0.03% | 203 |
|
|
2018
Q2 | $217K | Buy |
+4,311
| New | +$217K | ﹤0.01% | 1580 |
|