Frank Rimerman Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $324K | Sell |
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|
2024
Q2 | $411K | Buy |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $474K | Hold |
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|
2022
Q3 | $394K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $295K | Buy |
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