J. Goldman & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,240
| Closed | -$236K | – | 442 |
|
|
2025
Q1 | $236K | Buy |
+2,240
| New | +$236K | 0.01% | 283 |
|
|
2022
Q4 | – | Sell |
-60,000
| Closed | -$3.41M | – | 339 |
|
|
2022
Q3 | $3.41M | Buy |
60,000
+46,187
| +334% | +$2.63M | 0.16% | 102 |
|
|
2022
Q2 | $1.25M | Buy |
+13,813
| New | +$1.25M | 0.06% | 169 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 247 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 238 |
|