Knollwood Investment Advisory’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Hold |
3,809
| – | – | 0.04% | 282 |
|
|
2025
Q1 | $401K | Buy |
+3,809
| New | +$401K | 0.04% | 276 |
|
|
2024
Q4 | – | Sell |
-18,369
| Closed | -$1.37M | – | 363 |
|
|
2024
Q3 | $1.37M | Hold |
18,369
| – | – | 0.15% | 160 |
|
|
2024
Q2 | $1.72M | Hold |
18,369
| – | – | 0.19% | 127 |
|
|
2024
Q1 | $1.92M | Buy |
18,369
+2,184
| +13% | +$228K | 0.35% | 47 |
|
|
2023
Q4 | $1.47M | Sell |
16,185
-56
| -0.3% | -$5.07K | 0.3% | 70 |
|
|
2023
Q3 | $1.32M | Hold |
16,241
| – | – | 0.62% | 46 |
|
|
2023
Q2 | $1.13M | Hold |
16,241
| – | – | 0.38% | 72 |
|
|
2023
Q1 | $1.4M | Buy |
16,241
+3,125
| +24% | +$270K | 0.27% | 57 |
|
|
2022
Q4 | $896K | Buy |
+13,116
| New | +$896K | 0.35% | 70 |
|