Occidental Asset 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 | $3.31M | Hold |
33,105
| – | – | 0.46% | 63 |
|
|
2025
Q1 | $3.48M | Sell |
33,105
-396
| -1% | -$41.7K | 0.53% | 60 |
|
|
2024
Q4 | $2.64M | Hold |
33,501
| – | – | 0.41% | 71 |
|
|
2024
Q3 | $2.49M | Hold |
33,501
| – | – | 0.4% | 72 |
|
|
2024
Q2 | $3.14M | Hold |
33,501
| – | – | 0.55% | 51 |
|
|
2024
Q1 | $3.5M | Hold |
33,501
| – | – | 0.66% | 40 |
|
|
2023
Q4 | $3.03M | Hold |
33,501
| – | – | 0.63% | 40 |
|
|
2023
Q3 | $2.73M | Sell |
33,501
-2,900
| -8% | -$236K | 0.63% | 36 |
|
|
2023
Q2 | $2.52M | Hold |
36,401
| – | – | 0.57% | 45 |
|
|
2023
Q1 | $3.14M | Buy |
+36,401
| New | +$3.14M | 0.78% | 25 |
|