Creekside Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
2,668
+2
| +0.1% | +$200 | 0.13% | 143 |
|
|
2025
Q1 | $281K | Hold |
2,666
| – | – | 0.15% | 137 |
|
|
2024
Q4 | $210K | Buy |
+2,666
| New | +$210K | 0.11% | 157 |
|
|
2024
Q3 | – | Sell |
-2,666
| Closed | -$250K | – | 168 |
|
|
2024
Q2 | $250K | Buy |
+2,666
| New | +$250K | 0.14% | 142 |
|