Johnson Financial Group Inc (Wisconsin)’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 |
-1,893
| Closed | -$199K | – | 850 |
|
|
2025
Q1 | $199K | Buy |
1,893
+1,122
| +146% | +$118K | 0.01% | 353 |
|
|
2024
Q4 | $72.6K | Buy |
+771
| New | +$72.6K | ﹤0.01% | 418 |
|
|
2024
Q1 | – | Sell |
-4
| Closed | -$363 | – | 937 |
|
|
2023
Q4 | $363 | Buy |
+4
| New | +$363 | ﹤0.01% | 853 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | -$1K | – | 657 |
|
|
2022
Q3 | $1K | Buy |
10
+4
| +67% | +$400 | ﹤0.01% | 619 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 652 |
|