Edgestream Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-38,273
| Closed | -$3.02M | – | 991 |
|
|
2024
Q4 | $3.02M | Buy |
38,273
+31,792
| +491% | +$2.51M | 0.13% | 309 |
|
|
2024
Q3 | $482K | Buy |
+6,481
| New | +$482K | 0.02% | 706 |
|
|
2023
Q4 | – | Sell |
-14,419
| Closed | -$1.18M | – | 998 |
|
|
2023
Q3 | $1.18M | Buy |
+14,419
| New | +$1.18M | 0.09% | 350 |
|