Freestone Capital Holdings’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.4M | Sell |
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|
2025
Q2 | $13.5M | Sell |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $11M | Sell |
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|
2024
Q3 | $10.4M | Sell |
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|
2024
Q2 | $23.5M | Buy |
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|
2024
Q1 | $26.3M | Sell |
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|
2023
Q4 | $25M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.43M | Sell |
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|
2023
Q1 | $1.88M | Buy |
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|
2022
Q4 | $1.42M | Sell |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $3.22M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $90K | Buy |
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|
2020
Q3 | $61.8K | Buy |
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