Pathstone Holdings’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
26,608
-14,837
| -36% | -$1.48M | 0.01% | 840 |
|
|
2025
Q1 | $4.36M | Buy |
41,445
+18,035
| +77% | +$1.9M | 0.02% | 608 |
|
|
2024
Q4 | $1.85M | Buy |
23,410
+12,061
| +106% | +$951K | 0.01% | 1013 |
|
|
2024
Q3 | $844K | Buy |
11,349
+3,567
| +46% | +$265K | ﹤0.01% | 1460 |
|
|
2024
Q2 | $728K | Buy |
7,782
+2,553
| +49% | +$239K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $547K | Buy |
5,229
+566
| +12% | +$59.2K | ﹤0.01% | 1636 |
|
|
2023
Q4 | $423K | Buy |
+4,663
| New | +$423K | ﹤0.01% | 1614 |
|