Forum Financial 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 | $478K | Buy |
4,780
+1,662
| +53% | +$166K | 0.01% | 432 |
|
|
2025
Q1 | $328K | Sell |
3,118
-1,113
| -26% | -$117K | 0.01% | 550 |
|
|
2024
Q4 | $333K | Buy |
+4,231
| New | +$333K | 0.01% | 550 |
|
|
2024
Q3 | – | Sell |
-2,462
| Closed | -$230K | – | 777 |
|
|
2024
Q2 | $230K | Sell |
2,462
-11
| -0.4% | -$1.03K | ﹤0.01% | 599 |
|
|
2024
Q1 | $259K | Sell |
2,473
-2
| -0.1% | -$209 | ﹤0.01% | 569 |
|
|
2023
Q4 | $224K | Buy |
+2,475
| New | +$224K | ﹤0.01% | 589 |
|
|
2022
Q1 | – | Sell |
-1,320
| Closed | -$296K | – | 659 |
|
|
2021
Q4 | $296K | Buy |
+1,320
| New | +$296K | 0.02% | 429 |
|