NewEdge Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
160,315
-20,486
| -11% | -$1.92M | 0.24% | 92 |
|
|
2025
Q1 | $19M | Sell |
180,801
-97,826
| -35% | -$10.3M | 0.34% | 77 |
|
|
2024
Q4 | $22M | Sell |
278,627
-3,290
| -1% | -$259K | 0.38% | 70 |
|
|
2024
Q3 | $21M | Buy |
281,917
+62,344
| +28% | +$4.63M | 0.38% | 71 |
|
|
2024
Q2 | $20.6M | Buy |
219,573
+43,638
| +25% | +$4.08M | 0.45% | 60 |
|
|
2024
Q1 | $16.8M | Sell |
175,935
-6,823
| -4% | -$651K | 0.38% | 73 |
|
|
2023
Q4 | $16.5M | Buy |
182,758
+17,171
| +10% | +$1.55M | 0.42% | 67 |
|
|
2023
Q3 | $13.5M | Buy |
165,587
+25,162
| +18% | +$2.05M | 0.43% | 68 |
|
|
2023
Q2 | $9.74M | Buy |
+140,425
| New | +$9.74M | 0.33% | 87 |
|