CM
Crestline Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50,902
| Closed | -$4.01M | – | 447 |
|
|
2024
Q4 | $4.01M | Buy |
50,902
+5,201
| +11% | +$410K | 0.13% | 173 |
|
|
2024
Q3 | $3.4M | Sell |
45,701
-37,011
| -45% | -$2.75M | 0.18% | 138 |
|
|
2024
Q2 | $7.74M | Buy |
82,712
+67,041
| +428% | +$6.28M | 0.6% | 51 |
|
|
2024
Q1 | $1.64M | Buy |
+15,671
| New | +$1.64M | 0.14% | 140 |
|
|
2023
Q2 | – | Sell |
-13,471
| Closed | -$1.16M | – | 180 |
|
|
2023
Q1 | $1.16M | Buy |
+13,471
| New | +$1.16M | 0.14% | 118 |
|
|
2022
Q3 | – | Sell |
-20,460
| Closed | -$1.85M | – | 248 |
|
|
2022
Q2 | $1.85M | Buy |
+20,460
| New | +$1.85M | 0.24% | 86 |
|