FG
Formula Growth’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-70,000
| Closed | -$5.52M | – | 133 |
|
|
2024
Q4 | $5.52M | Buy |
70,000
+6,000
| +9% | +$473K | 1.87% | 7 |
|
|
2024
Q3 | $4.76M | Buy |
+64,000
| New | +$4.76M | 1.63% | 16 |
|
|
2024
Q1 | – | Sell |
-36,000
| Closed | -$3.26M | – | 134 |
|
|
2023
Q4 | $3.26M | Sell |
36,000
-4,000
| -10% | -$362K | 1.04% | 36 |
|
|
2023
Q3 | $3.26M | Sell |
40,000
-50,000
| -56% | -$4.08M | 1.11% | 29 |
|
|
2023
Q2 | $6.24M | Buy |
90,000
+28,000
| +45% | +$1.94M | 1.99% | 8 |
|
|
2023
Q1 | $5.35M | Sell |
62,000
-13,000
| -17% | -$1.12M | 1.72% | 10 |
|
|
2022
Q4 | $5.12M | Buy |
75,000
+8,700
| +13% | +$594K | 1.45% | 17 |
|
|
2022
Q3 | $3.77M | Buy |
66,300
+6,300
| +11% | +$358K | 1.08% | 36 |
|
|
2022
Q2 | $5.42M | Buy |
60,000
+16,500
| +38% | +$1.49M | 1.5% | 19 |
|
|
2022
Q1 | $6.57M | Buy |
+43,500
| New | +$6.57M | 1.24% | 25 |
|
|
2021
Q2 | – | Sell |
-7,328
| Closed | -$1.62M | – | 161 |
|
|
2021
Q1 | $1.62M | Buy |
+7,328
| New | +$1.62M | 0.23% | 120 |
|