Freestone Capital Holdings’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.5M | Sell |
134,926
-5,042
| -4% | -$504K | 0.46% | 36 |
|
|
2025
Q1 | $14.7M | Buy |
139,968
+38
| +0% | +$4K | 0.55% | 32 |
|
|
2024
Q4 | $11M | Sell |
139,930
-2
| -0% | -$158 | 0.38% | 49 |
|
|
2024
Q3 | $10.4M | Sell |
139,932
-111,112
| -44% | -$8.26M | 0.36% | 55 |
|
|
2024
Q2 | $23.5M | Buy |
251,044
+86
| +0% | +$8.05K | 0.84% | 19 |
|
|
2024
Q1 | $26.3M | Sell |
250,958
-25,105
| -9% | -$2.63M | 0.98% | 18 |
|
|
2023
Q4 | $25M | Buy |
+276,063
| New | +$25M | 1.12% | 16 |
|
|
2023
Q3 | – | Sell |
-20,646
| Closed | -$1.43M | – | 396 |
|
|
2023
Q2 | $1.43M | Sell |
20,646
-1,123
| -5% | -$77.9K | 0.06% | 163 |
|
|
2023
Q1 | $1.88M | Buy |
21,769
+1,004
| +5% | +$86.6K | 0.08% | 140 |
|
|
2022
Q4 | $1.42M | Sell |
20,765
-14,800
| -42% | -$1.01M | 0.06% | 162 |
|
|
2022
Q3 | $2.02M | Sell |
35,565
-88
| -0.2% | -$5.01K | 0.09% | 142 |
|
|
2022
Q2 | $3.22M | Buy |
+35,653
| New | +$3.22M | 0.12% | 116 |
|
|
2022
Q1 | – | Sell |
-916
| Closed | -$205K | – | 598 |
|
|
2021
Q4 | $205K | Buy |
+916
| New | +$205K | 0.01% | 474 |
|
|
2021
Q1 | – | Sell |
-354
| Closed | -$90K | – | 882 |
|
|
2020
Q4 | $90K | Buy |
354
+65
| +22% | +$16.5K | 0.01% | 451 |
|
|
2020
Q3 | $61.8K | Buy |
+289
| New | +$61.8K | ﹤0.01% | 455 |
|