Oak Thistle LLC’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
15,821
+2,102
| +15% | +$210K | 0.23% | 158 |
|
|
2025
Q1 | $1.44M | Sell |
13,719
-25,766
| -65% | -$2.71M | 0.29% | 116 |
|
|
2024
Q4 | $3.11M | Buy |
39,485
+31,514
| +395% | +$2.48M | 0.92% | 3 |
|
|
2024
Q3 | $593K | Buy |
+7,971
| New | +$593K | 0.19% | 210 |
|
|
2024
Q2 | – | Sell |
-7,503
| Closed | -$785K | – | 406 |
|
|
2024
Q1 | $785K | Buy |
+7,503
| New | +$785K | 0.7% | 14 |
|
|
2023
Q3 | – | Sell |
-9,412
| Closed | -$653K | – | 560 |
|
|
2023
Q2 | $653K | Buy |
+9,412
| New | +$653K | 0.34% | 108 |
|
|
2023
Q1 | – | Sell |
-3,655
| Closed | -$250K | – | 424 |
|
|
2022
Q4 | $250K | Buy |
+3,655
| New | +$250K | 0.54% | 101 |
|