IC
IEQ Capital’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
160,790
+37,475
| +30% | +$3.75M | 0.1% | 157 |
|
|
2025
Q1 | $13M | Buy |
123,315
+25,327
| +26% | +$2.66M | 0.1% | 153 |
|
|
2024
Q4 | $7.72M | Buy |
97,988
+49,002
| +100% | +$3.86M | 0.07% | 179 |
|
|
2024
Q3 | $3.64M | Sell |
48,986
-3,951
| -7% | -$294K | 0.04% | 245 |
|
|
2024
Q2 | $4.96M | Sell |
52,937
-3,179
| -6% | -$298K | 0.07% | 184 |
|
|
2024
Q1 | $5.87M | Sell |
56,116
-7,940
| -12% | -$831K | 0.08% | 155 |
|
|
2023
Q4 | $5.8M | Sell |
64,056
-2,707
| -4% | -$245K | 0.1% | 139 |
|
|
2023
Q3 | $5.44M | Sell |
66,763
-5,898
| -8% | -$481K | 0.11% | 126 |
|
|
2023
Q2 | $5.04M | Buy |
72,661
+37,978
| +110% | +$2.63M | 0.1% | 137 |
|
|
2023
Q1 | $2.99M | Sell |
34,683
-1,936
| -5% | -$167K | 0.07% | 189 |
|
|
2022
Q4 | $2.5M | Sell |
36,619
-3,042
| -8% | -$208K | 0.07% | 201 |
|
|
2022
Q3 | $2.26M | Sell |
39,661
-16,030
| -29% | -$911K | 0.06% | 210 |
|
|
2022
Q2 | $5.04M | Buy |
55,691
+5,259
| +10% | +$475K | 0.15% | 97 |
|
|
2022
Q1 | $7.61M | Buy |
50,432
+14,759
| +41% | +$2.23M | 0.18% | 82 |
|
|
2021
Q4 | $8M | Buy |
35,673
+11,822
| +50% | +$2.65M | 0.18% | 76 |
|
|
2021
Q3 | $5.66M | Buy |
23,851
+5,549
| +30% | +$1.32M | 0.15% | 88 |
|
|
2021
Q2 | $4.48M | Buy |
18,302
+17,366
| +1,855% | +$4.25M | 0.13% | 96 |
|
|
2021
Q1 | $206K | Buy |
+936
| New | +$206K | 0.01% | 458 |
|
|
2020
Q4 | – | Sell |
-1,050
| Closed | -$225K | – | 340 |
|
|
2020
Q3 | $225K | Buy |
+1,050
| New | +$225K | 0.01% | 346 |
|