Envestnet Asset 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 | $8.75M | Sell |
87,540
-8,677
| -9% | -$867K | ﹤0.01% | 1809 |
|
|
2025
Q1 | $10.1M | Buy |
96,217
+39,189
| +69% | +$4.12M | ﹤0.01% | 1650 |
|
|
2024
Q4 | $4.49M | Sell |
57,028
-32,761
| -36% | -$2.58M | ﹤0.01% | 2172 |
|
|
2024
Q3 | $6.67M | Sell |
89,789
-235,513
| -72% | -$17.5M | ﹤0.01% | 1914 |
|
|
2024
Q2 | $30.5M | Buy |
325,302
+111,415
| +52% | +$10.4M | 0.01% | 895 |
|
|
2024
Q1 | $22.4M | Buy |
213,887
+98,162
| +85% | +$10.3M | 0.01% | 1042 |
|
|
2023
Q4 | $10.5M | Sell |
115,725
-2,852
| -2% | -$258K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $9.67M | Buy |
118,577
+7,286
| +7% | +$594K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $7.72M | Buy |
111,291
+14,557
| +15% | +$1.01M | ﹤0.01% | 1449 |
|
|
2023
Q1 | $8.34M | Sell |
96,734
-4,205
| -4% | -$363K | ﹤0.01% | 1342 |
|
|
2022
Q4 | $6.9M | Sell |
100,939
-18,495
| -15% | -$1.26M | ﹤0.01% | 1415 |
|
|
2022
Q3 | $6.79M | Buy |
119,434
+7,268
| +6% | +$413K | ﹤0.01% | 1351 |
|
|
2022
Q2 | $10.1M | Sell |
112,166
-80,608
| -42% | -$7.29M | 0.01% | 1137 |
|
|
2022
Q1 | $29.1M | Sell |
192,774
-34,259
| -15% | -$5.17M | 0.01% | 680 |
|
|
2021
Q4 | $50.9M | Buy |
227,033
+3,450
| +2% | +$773K | 0.03% | 490 |
|
|
2021
Q3 | $53.1M | Buy |
223,583
+14,791
| +7% | +$3.51M | 0.03% | 440 |
|
|
2021
Q2 | $51.1M | Buy |
208,792
+10,790
| +5% | +$2.64M | 0.03% | 449 |
|
|
2021
Q1 | $43.6M | Buy |
198,002
+55,987
| +39% | +$12.3M | 0.03% | 445 |
|
|
2020
Q4 | $36.1M | Buy |
142,015
+22,099
| +18% | +$5.62M | 0.03% | 437 |
|
|
2020
Q3 | $25.6M | Buy |
119,916
+26,365
| +28% | +$5.64M | 0.02% | 474 |
|
|
2020
Q2 | $18.7M | Buy |
93,551
+29,460
| +46% | +$5.9M | 0.02% | 546 |
|
|
2020
Q1 | $7.84M | Buy |
64,091
+21,742
| +51% | +$2.66M | 0.01% | 774 |
|
|
2019
Q4 | $4.89M | Buy |
42,349
+15,206
| +56% | +$1.75M | 0.01% | 1138 |
|
|
2019
Q3 | $2.67M | Buy |
27,143
+8,838
| +48% | +$870K | ﹤0.01% | 1391 |
|
|
2019
Q2 | $2.26M | Buy |
18,305
+11,120
| +155% | +$1.37M | ﹤0.01% | 1484 |
|
|
2019
Q1 | $594K | Buy |
+7,185
| New | +$594K | ﹤0.01% | 2234 |
|