Mackenzie 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 | $1.94M | Buy |
19,375
+5,245
| +37% | +$524K | ﹤0.01% | 812 |
|
|
2025
Q1 | $1.49M | Buy |
14,130
+210
| +2% | +$22.1K | ﹤0.01% | 862 |
|
|
2024
Q4 | $1.1M | Sell |
13,920
-4,995
| -26% | -$394K | ﹤0.01% | 918 |
|
|
2024
Q3 | $1.41M | Buy |
18,915
+996
| +6% | +$74K | ﹤0.01% | 792 |
|
|
2024
Q2 | $1.68M | Buy |
17,919
+2,953
| +20% | +$276K | ﹤0.01% | 764 |
|
|
2024
Q1 | $1.57M | Buy |
14,966
+5,299
| +55% | +$554K | ﹤0.01% | 790 |
|
|
2023
Q4 | $875K | Buy |
9,667
+630
| +7% | +$57K | ﹤0.01% | 889 |
|
|
2023
Q3 | $712K | Sell |
9,037
-1,925
| -18% | -$152K | ﹤0.01% | 915 |
|
|
2023
Q2 | $759K | Buy |
10,962
+7,490
| +216% | +$519K | ﹤0.01% | 914 |
|
|
2023
Q1 | $299K | Sell |
3,472
-24,512
| -88% | -$2.11M | ﹤0.01% | 1185 |
|
|
2022
Q4 | $1.91M | Sell |
27,984
-38,761
| -58% | -$2.65M | ﹤0.01% | 686 |
|
|
2022
Q3 | $3.8M | Buy |
66,745
+57,514
| +623% | +$3.27M | 0.01% | 569 |
|
|
2022
Q2 | $834K | Sell |
9,231
-338
| -4% | -$30.5K | ﹤0.01% | 863 |
|
|
2022
Q1 | $1.45M | Sell |
9,569
-687
| -7% | -$104K | ﹤0.01% | 810 |
|
|
2021
Q4 | $2.3M | Buy |
10,256
+403
| +4% | +$90.3K | ﹤0.01% | 750 |
|
|
2021
Q3 | $2.34M | Buy |
9,853
+3,143
| +47% | +$746K | ﹤0.01% | 729 |
|
|
2021
Q2 | $1.64M | Buy |
6,710
+2,299
| +52% | +$563K | ﹤0.01% | 752 |
|
|
2021
Q1 | $972K | Buy |
4,411
+381
| +9% | +$84K | ﹤0.01% | 814 |
|
|
2020
Q4 | $1.03M | Sell |
4,030
-2,362
| -37% | -$601K | ﹤0.01% | 711 |
|
|
2020
Q3 | $1.37M | Buy |
6,392
+1,613
| +34% | +$345K | ﹤0.01% | 619 |
|
|
2020
Q2 | $957K | Buy |
+4,779
| New | +$957K | ﹤0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-3,321
| Closed | -$383K | – | 1145 |
|
|
2019
Q4 | $383K | Buy |
3,321
+367
| +12% | +$42.3K | ﹤0.01% | 907 |
|
|
2019
Q3 | $291K | Buy |
2,954
+154
| +6% | +$15.2K | ﹤0.01% | 893 |
|
|
2019
Q2 | $346K | Sell |
2,800
-39,345
| -93% | -$4.86M | ﹤0.01% | 930 |
|
|
2019
Q1 | $3.49M | Sell |
42,145
-40,463
| -49% | -$3.35M | 0.01% | 635 |
|
|
2018
Q4 | $5.27M | Buy |
+82,608
| New | +$5.27M | 0.01% | 488 |
|