Donor Advised Charitable Giving’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Hold |
8,775
| – | – | 0.02% | 22 |
|
|
2025
Q1 | $923K | Hold |
8,775
| – | – | 0.03% | 21 |
|
|
2024
Q4 | $691K | Hold |
8,775
| – | – | 0.02% | 25 |
|
|
2024
Q3 | $652K | Hold |
8,775
| – | – | 0.02% | 25 |
|
|
2024
Q2 | $821K | Hold |
8,775
| – | – | 0.02% | 22 |
|
|
2024
Q1 | $918K | Hold |
8,775
| – | – | 0.03% | 18 |
|
|
2023
Q4 | $794K | Hold |
8,775
| – | – | 0.04% | 20 |
|
|
2023
Q3 | $715K | Hold |
8,775
| – | – | 0.04% | 14 |
|
|
2023
Q2 | $609K | Hold |
8,775
| – | – | 0.04% | 16 |
|
|
2023
Q1 | $757K | Sell |
8,775
-447
| -5% | -$38.5K | 0.07% | 20 |
|
|
2022
Q4 | $630K | Hold |
9,222
| – | – | 0.11% | 21 |
|
|
2022
Q3 | $524K | Hold |
9,222
| – | – | 0.11% | 22 |
|
|
2022
Q2 | $834K | Hold |
9,222
| – | – | 0.14% | 16 |
|
|
2022
Q1 | $1.39M | Hold |
9,222
| – | – | 0.14% | 13 |
|
|
2021
Q4 | $2.07M | Hold |
9,222
| – | – | 0.2% | 9 |
|
|
2021
Q3 | $2.19M | Hold |
9,222
| – | – | 0.39% | 12 |
|
|
2021
Q2 | $2.26M | Hold |
9,222
| – | – | 0.25% | 61 |
|
|
2021
Q1 | $2.03M | Hold |
9,222
| – | – | 0.21% | 60 |
|
|
2020
Q4 | $2.35M | Buy |
+9,222
| New | +$2.35M | 0.32% | 60 |
|