LIM
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Leavell Investment Management’s Okta OKTA Stock Holding History

Leavell Investment Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,975
Closed -$208K – 587
2025
Q1 		$208K Buy
+1,975
New +$193K 0.01% 535
2024
Q2 		– Sell
-1,975
Closed -$207K – 511
2024
Q1 		$207K Buy
+1,975
New +$182K 0.01% 467
2022
Q3 		– Sell
-3,975
Closed -$359K – 440
2022
Q2 		$359K Sell
3,975
-4,300
-52% -$464K 0.03% 355
2022
Q1 		$1.25M Sell
8,275
-100
-1% -$17.9K 0.09% 212
2021
Q4 		$1.88M Hold
8,375
– – 0.12% 159
2021
Q3 		$1.99M Hold
8,375
– – 0.15% 139
2021
Q2 		$1.85M Hold
8,375
– – 0.15% 145
2021
Q1 		$1.85M Hold
8,375
– – 0.15% 145
2020
Q4 		$2.13M Sell
8,375
-100
-1% -$23.8K 0.18% 128
2020
Q3 		$1.81M Sell
8,475
-100
-1% -$20.8K 0.16% 133
2020
Q2 		$1.72M Hold
8,575
– – 0.17% 125
2020
Q1 		$1.05M Buy
8,575
+400
+5% +$50.2K 0.12% 155
2019
Q4 		$943K Buy
8,175
+500
+7% +$57.6K 0.09% 191
2019
Q3 		$756K Buy
7,675
+1,250
+19% +$156K 0.08% 212
2019
Q2 		$794K Buy
6,425
+350
+6% +$38K 0.08% 210
2019
Q1 		$503K Hold
6,075
– – 0.06% 255
2018
Q4 		$388K Buy
6,075
+1,575
+35% +$93.3K 0.05% 270
2018
Q3 		$317K Buy
+4,500
New +$268K 0.03% 311

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