Northwestern Mutual Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,097
+2,912
| +41% | +$291K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $756K | Buy |
7,185
+1,725
| +32% | +$182K | ﹤0.01% | 1194 |
|
|
2024
Q4 | $430K | Buy |
5,460
+184
| +3% | +$14.5K | ﹤0.01% | 1384 |
|
|
2024
Q3 | $392K | Sell |
5,276
-352
| -6% | -$26.2K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $527K | Buy |
5,628
+35
| +0.6% | +$3.28K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $585K | Sell |
5,593
-63
| -1% | -$6.59K | ﹤0.01% | 1190 |
|
|
2023
Q4 | $512K | Sell |
5,656
-1,076
| -16% | -$97.4K | ﹤0.01% | 1194 |
|
|
2023
Q3 | $549K | Sell |
6,732
-2,034
| -23% | -$166K | ﹤0.01% | 1122 |
|
|
2023
Q2 | $608K | Sell |
8,766
-943
| -10% | -$65.4K | ﹤0.01% | 1092 |
|
|
2023
Q1 | $837K | Buy |
9,709
+432
| +5% | +$37.3K | ﹤0.01% | 948 |
|
|
2022
Q4 | $634K | Sell |
9,277
-2,464
| -21% | -$168K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $668K | Buy |
11,741
+4,493
| +62% | +$256K | ﹤0.01% | 947 |
|
|
2022
Q2 | $656K | Sell |
7,248
-3,194
| -31% | -$289K | ﹤0.01% | 949 |
|
|
2022
Q1 | $1.58M | Sell |
10,442
-1,739
| -14% | -$262K | ﹤0.01% | 704 |
|
|
2021
Q4 | $2.73M | Buy |
12,181
+4,143
| +52% | +$929K | ﹤0.01% | 542 |
|
|
2021
Q3 | $1.91M | Buy |
8,038
+893
| +12% | +$212K | ﹤0.01% | 590 |
|
|
2021
Q2 | $1.75M | Sell |
7,145
-1,324
| -16% | -$324K | ﹤0.01% | 596 |
|
|
2021
Q1 | $1.87M | Sell |
8,469
-2,660
| -24% | -$586K | ﹤0.01% | 534 |
|
|
2020
Q4 | $2.83M | Buy |
11,129
+1,800
| +19% | +$458K | 0.01% | 408 |
|
|
2020
Q3 | $2M | Buy |
9,329
+3,939
| +73% | +$842K | 0.01% | 430 |
|
|
2020
Q2 | $1.08M | Buy |
5,390
+1,966
| +57% | +$394K | ﹤0.01% | 515 |
|
|
2020
Q1 | $419K | Buy |
3,424
+2,843
| +489% | +$348K | ﹤0.01% | 697 |
|
|
2019
Q4 | $67K | Buy |
581
+30
| +5% | +$3.46K | ﹤0.01% | 1340 |
|
|
2019
Q3 | $54K | Buy |
551
+21
| +4% | +$2.06K | ﹤0.01% | 1395 |
|
|
2019
Q2 | $65K | Buy |
+530
| New | +$65K | ﹤0.01% | 1291 |
|
|
2018
Q4 | – | Sell |
-1,670
| Closed | -$118K | – | 2574 |
|
|
2018
Q3 | $118K | Buy |
+1,670
| New | +$118K | ﹤0.01% | 987 |
|