Mercer Global Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
10,622
+1,259
| +13% | +$126K | ﹤0.01% | 1153 |
|
|
2025
Q1 | $985K | Buy |
9,363
+3,717
| +66% | +$391K | ﹤0.01% | 1154 |
|
|
2024
Q4 | $445K | Buy |
5,646
+171
| +3% | +$13.5K | ﹤0.01% | 1509 |
|
|
2024
Q3 | $398K | Buy |
5,475
+1,848
| +51% | +$134K | ﹤0.01% | 1473 |
|
|
2024
Q2 | $340K | Buy |
3,627
+66
| +2% | +$6.18K | ﹤0.01% | 1515 |
|
|
2024
Q1 | $388K | Sell |
3,561
-574
| -14% | -$62.5K | ﹤0.01% | 1420 |
|
|
2023
Q4 | $374K | Buy |
4,135
+782
| +23% | +$70.7K | ﹤0.01% | 1490 |
|
|
2023
Q3 | $273K | Buy |
3,353
+75
| +2% | +$6.11K | ﹤0.01% | 1592 |
|
|
2023
Q2 | $227K | Buy |
3,278
+235
| +8% | +$16.3K | ﹤0.01% | 1669 |
|
|
2023
Q1 | $262K | Buy |
3,043
+94
| +3% | +$8.09K | ﹤0.01% | 1586 |
|
|
2022
Q4 | $201K | Buy |
+2,949
| New | +$201K | ﹤0.01% | 1717 |
|
|
2022
Q2 | – | Sell |
-4,338
| Closed | -$655K | – | 1892 |
|
|
2022
Q1 | $655K | Sell |
4,338
-148
| -3% | -$22.3K | ﹤0.01% | 1098 |
|
|
2021
Q4 | $1.01M | Buy |
4,486
+574
| +15% | +$129K | 0.01% | 881 |
|
|
2021
Q3 | $928K | Buy |
3,912
+208
| +6% | +$49.3K | 0.01% | 890 |
|
|
2021
Q2 | $906K | Sell |
3,704
-1,905
| -34% | -$466K | 0.01% | 884 |
|
|
2021
Q1 | $1.24M | Sell |
5,609
-230
| -4% | -$50.7K | 0.01% | 706 |
|
|
2020
Q4 | $1.49M | Buy |
5,839
+1,419
| +32% | +$361K | 0.02% | 501 |
|
|
2020
Q3 | $945K | Sell |
4,420
-41
| -0.9% | -$8.77K | 0.01% | 570 |
|
|
2020
Q2 | $893K | Buy |
4,461
+2,526
| +131% | +$506K | 0.02% | 510 |
|
|
2020
Q1 | $237K | Sell |
1,935
-391
| -17% | -$47.9K | 0.01% | 895 |
|
|
2019
Q4 | $268K | Sell |
2,326
-1,533
| -40% | -$177K | 0.01% | 961 |
|
|
2019
Q3 | $379K | Sell |
3,859
-1,712
| -31% | -$168K | 0.01% | 803 |
|
|
2019
Q2 | $688K | Buy |
5,571
+166
| +3% | +$20.5K | 0.02% | 571 |
|
|
2019
Q1 | $447K | Buy |
+5,405
| New | +$447K | 0.02% | 674 |
|