Oppenheimer & Co’s Okta OKTA Stock Holding History

Oppenheimer & Co’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$867K	Buy	8,673 +3,115	+56%	+$311K	0.01%	919
2025 Q1	$585K	Buy	5,558 +625	+13%	+$65.8K	0.01%	1027
2024 Q4	$389K	Sell	4,933 -20	-0.4%	-$1.58K	0.01%	1163
2024 Q3	$368K	Sell	4,953 -7,233	-59%	-$538K	0.01%	1153
2024 Q2	$1.14M	Buy	12,186 +4,083	+50%	+$382K	0.02%	720
2024 Q1	$848K	Sell	8,103 -821	-9%	-$85.9K	0.01%	799
2023 Q4	$808K	Sell	8,924 -8,256	-48%	-$747K	0.01%	786
2023 Q3	$1.4M	Buy	17,180 +2,189	+15%	+$178K	0.03%	567
2023 Q2	$1.04M	Buy	14,991 +8,038	+116%	+$557K	0.02%	688
2023 Q1	$600K	Buy	6,953 +302	+5%	+$26K	0.01%	874
2022 Q4	$454K	Buy	6,651 +894	+16%	+$61.1K	0.01%	941
2022 Q3	$327K	Buy	5,757 +974	+20%	+$55.3K	0.01%	1035
2022 Q2	$432K	Sell	4,783 -39	-0.8%	-$3.52K	0.01%	973
2022 Q1	$728K	Sell	4,822 -5,798	-55%	-$875K	0.01%	867
2021 Q4	$2.38M	Buy	10,620 +322	+3%	+$72.2K	0.04%	462
2021 Q3	$2.44M	Sell	10,298 -1,327	-11%	-$315K	0.05%	441
2021 Q2	$2.85M	Buy	11,625 +3,328	+40%	+$814K	0.05%	407
2021 Q1	$1.83M	Buy	8,297 +1,156	+16%	+$255K	0.04%	496
2020 Q4	$1.82M	Buy	7,141 +1,265	+22%	+$322K	0.04%	467
2020 Q3	$1.26M	Sell	5,876 -16,189	-73%	-$3.46M	0.03%	506
2020 Q2	$4.42M	Buy	22,065 +15,625	+243%	+$3.13M	0.11%	200
2020 Q1	$787K	Sell	6,440 -3,848	-37%	-$470K	0.02%	598
2019 Q4	$1.19M	Sell	10,288 -21,003	-67%	-$2.42M	0.03%	567
2019 Q3	$3.08M	Buy	31,291 +19,548	+166%	+$1.92M	0.08%	269
2019 Q2	$1.45M	Sell	11,743 -2,715	-19%	-$335K	0.04%	485
2019 Q1	$1.2M	Buy	14,458 +2,468	+21%	+$204K	0.03%	536
2018 Q4	$765K	Buy	11,990 +1,489	+14%	+$95K	0.02%	598
2018 Q3	$739K	Sell	10,501 -34,719	-77%	-$2.44M	0.02%	709
2018 Q2	$2.28M	Buy	45,220 +34,477	+321%	+$1.74M	0.06%	362
2018 Q1	$428K	Buy	+10,743	New	+$428K	0.01%	905