Freedom Investment 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
$210K Sell
2,098
-394
-16% -$39.4K 0.02% 696
2025
Q1
$262K Buy
+2,492
New +$262K 0.02% 636
2023
Q3
Sell
-4,935
Closed -$342K 737
2023
Q2
$342K Sell
4,935
-1,039
-17% -$72.1K 0.04% 501
2023
Q1
$515K Sell
5,974
-3,351
-36% -$289K 0.06% 398
2022
Q4
$637K Buy
9,325
+3,825
+70% +$261K 0.07% 340
2022
Q3
$313K Sell
5,500
-703
-11% -$40K 0.04% 559
2022
Q2
$561K Buy
6,203
+3,542
+133% +$320K 0.06% 414
2022
Q1
$402K Buy
2,661
+915
+52% +$138K 0.04% 536
2021
Q4
$391K Sell
1,746
-92
-5% -$20.6K 0.03% 598
2021
Q3
$436K Sell
1,838
-128
-7% -$30.4K 0.03% 540
2021
Q2
$481K Sell
1,966
-66
-3% -$16.1K 0.04% 548
2021
Q1
$448K Buy
+2,032
New +$448K 0.03% 567