Montag & Associates’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
| Closed | -$237 | – | 1024 |
|
|
2024
Q4 | $237 | Hold |
3
| – | – | ﹤0.01% | 988 |
|
|
2024
Q3 | $224 | Hold |
3
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q2 | $281 | Hold |
3
| – | – | ﹤0.01% | 974 |
|
|
2024
Q1 | $314 | Hold |
3
| – | – | ﹤0.01% | 962 |
|
|
2023
Q4 | $272 | Hold |
3
| – | – | ﹤0.01% | 900 |
|
|
2023
Q3 | $245 | Hold |
3
| – | – | ﹤0.01% | 891 |
|
|
2023
Q2 | $209 | Hold |
3
| – | – | ﹤0.01% | 909 |
|
|
2023
Q1 | $259 | Hold |
3
| – | – | ﹤0.01% | 911 |
|
|
2022
Q4 | $205 | Sell |
3
-200
| -99% | -$13.7K | ﹤0.01% | 941 |
|
|
2022
Q3 | $12K | Sell |
203
-179
| -47% | -$10.6K | ﹤0.01% | 719 |
|
|
2022
Q2 | $35K | Sell |
382
-600
| -61% | -$55K | ﹤0.01% | 579 |
|
|
2022
Q1 | $148K | Buy |
982
+27
| +3% | +$4.07K | 0.01% | 423 |
|
|
2021
Q4 | $214K | Buy |
955
+50
| +6% | +$11.2K | 0.01% | 381 |
|
|
2021
Q3 | $215K | Buy |
905
+38
| +4% | +$9.03K | 0.01% | 374 |
|
|
2021
Q2 | $212K | Buy |
867
+24
| +3% | +$5.87K | 0.01% | 379 |
|
|
2021
Q1 | $186K | Buy |
843
+220
| +35% | +$48.5K | 0.01% | 394 |
|
|
2020
Q4 | $158K | Buy |
+623
| New | +$158K | 0.01% | 394 |
|