Global Retirement Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Buy |
+12,882
| New | +$1.29M | 0.03% | 438 |
|
|
2024
Q4 | $35.5K | Sell |
450
-10
| -2% | -$788 | ﹤0.01% | 1783 |
|
|
2024
Q3 | $34.2K | Sell |
460
-516
| -53% | -$38.4K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $91.4K | Buy |
976
+663
| +212% | +$62.1K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $32.7K | Buy |
313
+3
| +1% | +$314 | ﹤0.01% | 1602 |
|
|
2023
Q4 | $25.6K | Sell |
310
-37
| -11% | -$3.06K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $27.1K | Buy |
347
+2
| +0.6% | +$156 | ﹤0.01% | 1530 |
|
|
2023
Q2 | $23.9K | Sell |
345
-39
| -10% | -$2.71K | ﹤0.01% | 1599 |
|
|
2023
Q1 | $26.9K | Buy |
384
+7
| +2% | +$491 | ﹤0.01% | 1514 |
|
|
2022
Q4 | $25.8K | Sell |
377
-323
| -46% | -$22.1K | ﹤0.01% | 1378 |
|
|
2022
Q3 | $39K | Buy |
700
+36
| +5% | +$2.01K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $60K | Hold |
664
| – | – | ﹤0.01% | 929 |
|
|
2022
Q1 | $52K | Buy |
+664
| New | +$52K | ﹤0.01% | 981 |
|
|
2021
Q4 | – | Sell |
-40
| Closed | -$9K | – | 1291 |
|
|
2021
Q3 | $9K | Buy |
+40
| New | +$9K | ﹤0.01% | 1451 |
|
|
2021
Q2 | – | Sell |
-10
| Closed | -$2K | – | 1914 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 1647 |
|
|
2020
Q4 | – | Sell |
-25
| Closed | -$5K | – | 1781 |
|
|
2020
Q3 | $5K | Sell |
25
-31
| -55% | -$6.2K | ﹤0.01% | 1325 |
|
|
2020
Q2 | $11K | Buy |
+56
| New | +$11K | ﹤0.01% | 1089 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$8K | – | 1673 |
|
|
2019
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1118 |
|