Jefferies Financial Group’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 |
-3,016
| Closed | -$317K | – | 1345 |
|
|
2025
Q1 | $317K | Sell |
3,016
-1,984
| -40% | -$209K | ﹤0.01% | 992 |
|
|
2024
Q4 | $394K | Buy |
+5,000
| New | +$394K | ﹤0.01% | 907 |
|
|
2024
Q1 | – | Sell |
-5,473
| Closed | -$495K | – | 1453 |
|
|
2023
Q4 | $495K | Buy |
+5,473
| New | +$495K | ﹤0.01% | 860 |
|
|
2023
Q3 | – | Sell |
-10,000
| Closed | -$694K | – | 1343 |
|
|
2023
Q2 | $694K | Sell |
10,000
-55,594
| -85% | -$3.86M | 0.01% | 691 |
|
|
2023
Q1 | $5.66M | Buy |
65,594
+62,557
| +2,060% | +$5.39M | 0.05% | 162 |
|
|
2022
Q4 | $208K | Buy |
+3,037
| New | +$208K | ﹤0.01% | 843 |
|