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 |
|