Gilbert & Cook’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $947K | Buy |
9,475
+198
| +2% | +$19.8K | 0.13% | 72 |
|
|
2025
Q1 | $976K | Sell |
9,277
-42
| -0.5% | -$4.42K | 0.14% | 70 |
|
|
2024
Q4 | $734K | Sell |
9,319
-4,343
| -32% | -$342K | 0.1% | 96 |
|
|
2024
Q3 | $1.02M | Sell |
13,662
-368
| -3% | -$27.4K | 0.14% | 68 |
|
|
2024
Q2 | $1.31M | Sell |
14,030
-1,407
| -9% | -$132K | 0.19% | 42 |
|
|
2024
Q1 | $1.61M | Buy |
15,437
+241
| +2% | +$25.2K | 0.22% | 39 |
|
|
2023
Q4 | $1.38M | Buy |
15,196
+2,676
| +21% | +$242K | 0.19% | 47 |
|
|
2023
Q3 | $1.02M | Buy |
12,520
+8,384
| +203% | +$683K | 0.16% | 53 |
|
|
2023
Q2 | $287K | Buy |
+4,136
| New | +$287K | 0.05% | 172 |
|