Leavell Investment Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$208K Buy
2024
Q2
Sell
2024
Q1
$207K Buy
2022
Q3
Sell
2022
Q2
$359K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.88M Hold
2021
Q3
$1.99M Hold
2021
Q2
$1.85M Hold
2021
Q1
$1.85M Hold
2020
Q4
$2.13M Sell
2020
Q3
$1.81M Sell
2020
Q2
$1.72M Hold
2020
Q1
$1.05M Buy
2019
Q4
$943K Buy
2019
Q3
$756K Buy
2019
Q2
$794K Buy
2019
Q1
$503K Hold
2018
Q4
$388K Buy
2018
Q3
$317K Buy