Geneos Wealth 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 | $1.5M | Sell |
15,022
-12,088
| -45% | -$1.21M | 0.04% | 433 |
|
|
2025
Q1 | $2.85M | Buy |
27,110
+16,644
| +159% | +$1.75M | 0.04% | 409 |
|
|
2024
Q4 | $825K | Buy |
10,466
+6,268
| +149% | +$494K | 0.03% | 462 |
|
|
2024
Q3 | $312K | Sell |
4,198
-5,540
| -57% | -$412K | 0.01% | 652 |
|
|
2024
Q2 | $912K | Buy |
9,738
+589
| +6% | +$55.1K | 0.04% | 378 |
|
|
2024
Q1 | $957K | Buy |
9,149
+6,412
| +234% | +$671K | 0.04% | 361 |
|
|
2023
Q4 | $248K | Sell |
2,737
-4,132
| -60% | -$374K | 0.01% | 619 |
|
|
2023
Q3 | $560K | Sell |
6,869
-419
| -6% | -$34.2K | 0.03% | 442 |
|
|
2023
Q2 | $505K | Buy |
7,288
+378
| +5% | +$26.2K | 0.03% | 460 |
|
|
2023
Q1 | $596K | Sell |
6,910
-295
| -4% | -$25.4K | 0.04% | 407 |
|
|
2022
Q4 | $492K | Buy |
7,205
+1,377
| +24% | +$94.1K | 0.03% | 426 |
|
|
2022
Q3 | $331K | Buy |
5,828
+721
| +14% | +$40.9K | 0.02% | 477 |
|
|
2022
Q2 | $490K | Buy |
5,107
+70
| +1% | +$6.72K | 0.02% | 501 |
|
|
2022
Q1 | $760K | Sell |
5,037
-2,603
| -34% | -$393K | 0.03% | 434 |
|
|
2021
Q4 | $1.71M | Buy |
7,640
+993
| +15% | +$223K | 0.07% | 278 |
|
|
2021
Q3 | $1.58M | Buy |
6,647
+2,516
| +61% | +$599K | 0.06% | 285 |
|
|
2021
Q2 | $1M | Buy |
4,131
+25
| +0.6% | +$6.06K | 0.04% | 366 |
|
|
2021
Q1 | $1.11M | Buy |
4,106
+1,336
| +48% | +$360K | 0.03% | 397 |
|
|
2020
Q4 | $588K | Sell |
2,770
-192
| -6% | -$40.8K | 0.02% | 494 |
|
|
2020
Q3 | $640K | Sell |
2,962
-10
| -0.3% | -$2.16K | 0.03% | 377 |
|
|
2020
Q2 | $604K | Sell |
2,972
-397
| -12% | -$80.7K | 0.03% | 374 |
|
|
2020
Q1 | $407K | Sell |
3,369
-300
| -8% | -$36.2K | 0.03% | 416 |
|
|
2019
Q4 | $439K | Buy |
3,669
+160
| +5% | +$19.1K | 0.02% | 464 |
|
|
2019
Q3 | $340K | Buy |
3,509
+647
| +23% | +$62.7K | 0.02% | 498 |
|
|
2019
Q2 | $353K | Sell |
2,862
-25
| -0.9% | -$3.08K | 0.02% | 508 |
|
|
2019
Q1 | $238K | Buy |
2,887
+180
| +7% | +$14.8K | 0.02% | 586 |
|
|
2018
Q4 | $166K | Hold |
2,707
| – | – | 0.01% | 657 |
|
|
2018
Q3 | $190K | Buy |
2,707
+200
| +8% | +$14K | 0.01% | 661 |
|
|
2018
Q2 | $126K | Buy |
2,507
+692
| +38% | +$34.8K | 0.01% | 711 |
|
|
2018
Q1 | $72K | Buy |
+1,815
| New | +$72K | 0.01% | 861 |
|