Donor Advised Charitable Giving’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $805K | Hold |
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|
2025
Q2 | $877K | Hold |
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|
2025
Q1 | $923K | Hold |
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|
2024
Q4 | $691K | Hold |
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|
2024
Q3 | $652K | Hold |
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|
2024
Q2 | $821K | Hold |
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|
2024
Q1 | $918K | Hold |
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|
2023
Q4 | $794K | Hold |
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|
2023
Q3 | $715K | Hold |
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|
2023
Q2 | $609K | Hold |
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|
2023
Q1 | $757K | Sell |
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|
2022
Q4 | $630K | Hold |
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|
2022
Q3 | $524K | Hold |
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|
2022
Q2 | $834K | Hold |
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|
2022
Q1 | $1.39M | Hold |
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|
2021
Q4 | $2.07M | Hold |
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|
2021
Q3 | $2.19M | Hold |
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|
2021
Q2 | $2.26M | Hold |
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|
2021
Q1 | $2.03M | Hold |
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|
2020
Q4 | $2.35M | Buy |
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