CVA Family Office’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.5K | Sell |
175
-23
| -12% | -$2.3K | ﹤0.01% | 718 |
|
2025
Q1 | $20.8K | Buy |
198
+71
| +56% | +$7.47K | ﹤0.01% | 677 |
|
2024
Q4 | $10K | Sell |
127
-23
| -15% | -$1.81K | ﹤0.01% | 791 |
|
2024
Q3 | $11.2K | Buy |
150
+40
| +36% | +$2.97K | ﹤0.01% | 742 |
|
2024
Q2 | $10.3K | Buy |
110
+5
| +5% | +$468 | ﹤0.01% | 739 |
|
2024
Q1 | $11K | Hold |
105
| – | – | ﹤0.01% | 732 |
|
2023
Q4 | $9.51K | Buy |
+105
| New | +$9.51K | ﹤0.01% | 727 |
|
2023
Q3 | – | Sell |
-105
| Closed | -$7.28K | – | 719 |
|
2023
Q2 | $7.28K | Hold |
105
| – | – | ﹤0.01% | 758 |
|
2023
Q1 | $9.06K | Hold |
105
| – | – | ﹤0.01% | 700 |
|
2022
Q4 | $7.18K | Buy |
105
+60
| +133% | +$4.1K | ﹤0.01% | 699 |
|
2022
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 786 |
|
2022
Q2 | $4K | Buy |
45
+10
| +29% | +$889 | ﹤0.01% | 773 |
|
2022
Q1 | $5K | Buy |
+35
| New | +$5K | ﹤0.01% | 775 |
|