Greenleaf Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Sell |
2,163
-73
| -3% | -$7.3K | ﹤0.01% | 744 |
|
|
2025
Q1 | $235K | Buy |
+2,236
| New | +$235K | ﹤0.01% | 725 |
|
|
2024
Q3 | – | Sell |
-2,307
| Closed | -$216K | – | 846 |
|
|
2024
Q2 | $216K | Sell |
2,307
-82
| -3% | -$7.68K | ﹤0.01% | 738 |
|
|
2024
Q1 | $250K | Sell |
2,389
-150
| -6% | -$15.7K | ﹤0.01% | 669 |
|
|
2023
Q4 | $230K | Sell |
2,539
-452
| -15% | -$40.9K | ﹤0.01% | 676 |
|
|
2023
Q3 | $244K | Sell |
2,991
-229
| -7% | -$18.7K | ﹤0.01% | 648 |
|
|
2023
Q2 | $223K | Sell |
3,220
-85
| -3% | -$5.9K | ﹤0.01% | 692 |
|
|
2023
Q1 | $285K | Buy |
3,305
+261
| +9% | +$22.5K | ﹤0.01% | 621 |
|
|
2022
Q4 | $208K | Buy |
+3,044
| New | +$208K | ﹤0.01% | 694 |
|