Edmond de Rothschild Holding’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	-2,980	Closed	-$235K	–	619
2024 Q4	$235K	Buy	+2,980	New	+$235K	﹤0.01%	396
2020 Q3	–	Sell	-135	Closed	-$27K	–	637
2020 Q2	$27K	Sell	135 -187	-58%	-$37.4K	﹤0.01%	531
2020 Q1	$39K	Buy	+322	New	+$39K	﹤0.01%	471