DC Investments Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Hold |
7,396
| – | – | 0.31% | 50 |
|
|
2025
Q1 | $778K | Buy |
+7,396
| New | +$778K | 0.4% | 46 |
|
|
2023
Q4 | – | Sell |
-20,967
| Closed | -$1.71M | – | 83 |
|
|
2023
Q3 | $1.71M | Hold |
20,967
| – | – | 2.14% | 11 |
|
|
2023
Q2 | $1.45M | Buy |
20,967
+2,808
| +15% | +$195K | 1.67% | 14 |
|
|
2023
Q1 | $1.57M | Hold |
18,159
| – | – | 1.87% | 14 |
|
|
2022
Q4 | $1.24M | Buy |
+18,159
| New | +$1.24M | 1.57% | 21 |
|
|
2022
Q3 | – | Sell |
-5,590
| Closed | -$505K | – | 40 |
|
|
2022
Q2 | $505K | Buy |
+5,590
| New | +$505K | 1.14% | 19 |
|