LPL Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
99,989
+25,015
| +33% | +$2.5M | ﹤0.01% | 1712 |
|
|
2025
Q1 | $7.89M | Buy |
74,974
+17,622
| +31% | +$1.85M | ﹤0.01% | 1776 |
|
|
2024
Q4 | $4.52M | Buy |
57,352
+14,057
| +32% | +$1.11M | ﹤0.01% | 2150 |
|
|
2024
Q3 | $3.22M | Sell |
43,295
-14,989
| -26% | -$1.11M | ﹤0.01% | 2300 |
|
|
2024
Q2 | $5.46M | Sell |
58,284
-2,963
| -5% | -$277K | ﹤0.01% | 1775 |
|
|
2024
Q1 | $6.41M | Buy |
61,247
+17,835
| +41% | +$1.87M | ﹤0.01% | 1604 |
|
|
2023
Q4 | $3.93M | Buy |
43,412
+2,601
| +6% | +$235K | ﹤0.01% | 1845 |
|
|
2023
Q3 | $3.33M | Sell |
40,811
-976
| -2% | -$79.6K | ﹤0.01% | 1867 |
|
|
2023
Q2 | $2.9M | Buy |
41,787
+1,673
| +4% | +$116K | ﹤0.01% | 1939 |
|
|
2023
Q1 | $3.46M | Sell |
40,114
-196
| -0.5% | -$16.9K | ﹤0.01% | 1742 |
|
|
2022
Q4 | $2.75M | Buy |
40,310
+2,388
| +6% | +$163K | ﹤0.01% | 1834 |
|
|
2022
Q3 | $2.16M | Buy |
37,922
+3,533
| +10% | +$201K | ﹤0.01% | 1919 |
|
|
2022
Q2 | $3.11M | Sell |
34,389
-142
| -0.4% | -$12.8K | ﹤0.01% | 1700 |
|
|
2022
Q1 | $5.21M | Sell |
34,531
-8,053
| -19% | -$1.22M | ﹤0.01% | 1407 |
|
|
2021
Q4 | $9.55M | Buy |
42,584
+365
| +0.9% | +$81.8K | 0.01% | 1044 |
|
|
2021
Q3 | $10M | Sell |
42,219
-4,188
| -9% | -$994K | 0.01% | 966 |
|
|
2021
Q2 | $11.4M | Buy |
46,407
+911
| +2% | +$223K | 0.01% | 835 |
|
|
2021
Q1 | $10M | Sell |
45,496
-8,233
| -15% | -$1.81M | 0.01% | 822 |
|
|
2020
Q4 | $13.7M | Sell |
53,729
-327
| -0.6% | -$83.1K | 0.02% | 606 |
|
|
2020
Q3 | $11.6M | Sell |
54,056
-1,316
| -2% | -$281K | 0.02% | 585 |
|
|
2020
Q2 | $11.1M | Buy |
55,372
+20,739
| +60% | +$4.15M | 0.02% | 554 |
|
|
2020
Q1 | $4.23M | Sell |
34,633
-16,012
| -32% | -$1.96M | 0.01% | 814 |
|
|
2019
Q4 | $5.84M | Buy |
50,645
+5,538
| +12% | +$639K | 0.01% | 778 |
|
|
2019
Q3 | $4.44M | Sell |
45,107
-115
| -0.3% | -$11.3K | 0.01% | 840 |
|
|
2019
Q2 | $5.59M | Buy |
45,222
+10,265
| +29% | +$1.27M | 0.01% | 741 |
|
|
2019
Q1 | $2.89M | Buy |
34,957
+11,855
| +51% | +$981K | 0.01% | 974 |
|
|
2018
Q4 | $1.47M | Sell |
23,102
-3,934
| -15% | -$251K | ﹤0.01% | 1242 |
|
|
2018
Q3 | $1.9M | Buy |
27,036
+6,665
| +33% | +$469K | ﹤0.01% | 1209 |
|
|
2018
Q2 | $1.03M | Buy |
20,371
+6,916
| +51% | +$348K | ﹤0.01% | 1591 |
|
|
2018
Q1 | $536K | Buy |
+13,455
| New | +$536K | ﹤0.01% | 2068 |
|