Lombard Odier Asset Management (USA)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,583
| Closed | -$282K | – | 247 |
|
|
2024
Q4 | $282K | Buy |
+3,583
| New | +$282K | 0.02% | 178 |
|
|
2024
Q2 | – | Sell |
-2,041
| Closed | -$214K | – | 281 |
|
|
2024
Q1 | $214K | Sell |
2,041
-200
| -9% | -$20.9K | 0.01% | 198 |
|
|
2023
Q4 | $203K | Sell |
2,241
-1,220
| -35% | -$110K | ﹤0.01% | 179 |
|
|
2023
Q3 | $282K | Buy |
+3,461
| New | +$282K | 0.01% | 146 |
|
|
2022
Q3 | – | Sell |
-42,500
| Closed | -$3.84M | – | 315 |
|
|
2022
Q2 | $3.84M | Buy |
42,500
+10,000
| +31% | +$904K | 0.15% | 34 |
|
|
2022
Q1 | $4.91M | Buy |
+32,500
| New | +$4.91M | 0.18% | 29 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 273 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 271 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 297 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 194 |
|