O'Shaughnessy 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 | $577K | Sell |
5,771
-2,008
| -26% | -$201K | ﹤0.01% | 1308 |
|
|
2025
Q1 | $819K | Buy |
7,779
+4,938
| +174% | +$520K | 0.01% | 1083 |
|
|
2024
Q4 | $224K | Sell |
2,841
-2,517
| -47% | -$198K | ﹤0.01% | 1682 |
|
|
2024
Q3 | $418K | Buy |
5,358
+2,277
| +74% | +$178K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $288K | Buy |
3,081
+7
| +0.2% | +$655 | ﹤0.01% | 1385 |
|
|
2024
Q1 | $322K | Buy |
3,074
+442
| +17% | +$46.2K | ﹤0.01% | 1286 |
|
|
2023
Q4 | $238K | Sell |
2,632
-23
| -0.9% | -$2.08K | ﹤0.01% | 1320 |
|
|
2023
Q3 | $216K | Buy |
+2,655
| New | +$216K | ﹤0.01% | 1249 |
|
|
2021
Q4 | – | Sell |
-686
| Closed | -$163K | – | 2079 |
|
|
2021
Q3 | $163K | Buy |
686
+294
| +75% | +$69.9K | ﹤0.01% | 1127 |
|
|
2021
Q2 | $96K | Buy |
392
+62
| +19% | +$15.2K | ﹤0.01% | 1321 |
|
|
2021
Q1 | $73K | Buy |
330
+70
| +27% | +$15.5K | ﹤0.01% | 1302 |
|
|
2020
Q4 | $66K | Buy |
260
+42
| +19% | +$10.7K | ﹤0.01% | 1184 |
|
|
2020
Q3 | $47K | Sell |
218
-34
| -13% | -$7.33K | ﹤0.01% | 1098 |
|
|
2020
Q2 | $50K | Buy |
252
+230
| +1,045% | +$45.6K | ﹤0.01% | 996 |
|
|
2020
Q1 | $3K | Buy |
22
+4
| +22% | +$545 | ﹤0.01% | 1123 |
|
|
2019
Q4 | $2K | Buy |
+18
| New | +$2K | ﹤0.01% | 1666 |
|