Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$9.31M Buy
125,262
+6,463
+5% +$565K 0.02% 586
2024
Q2
$11.1M Buy
118,799
+1,900
+2% +$180K 0.03% 452
2024
Q1
$12.2M Buy
116,899
+17,719
+18% +$1.63M 0.03% 438
2023
Q4
$8.98M Sell
99,180
-169,421
-63% -$12.9M 0.03% 524
2023
Q3
$21.9M Buy
268,601
+116,377
+76% +$8.82M 0.1% 163
2023
Q2
$10.6M Sell
152,224
-42,132
-22% -$3.2M 0.05% 346
2023
Q1
$16.8M Sell
194,356
-9,875
-5% -$752K 0.08% 221
2022
Q4
$14M Buy
+204,231
New +$11.7M 0.08% 258
2022
Q3
Sell
-152,224
Closed -$13.1M 5777
2022
Q2
$10.6M Buy
152,224
+122,296
+409% +$13.2M 0.02% 826
2022
Q1
$4.52M Buy
+29,928
New +$5.36M 0.01% 1185
2021
Q4
Sell
-19,152
Closed -$4.56M 5617
2021
Q3
$4.55M Buy
+19,152
New +$4.76M 0.01% 1227
2021
Q2
Sell
-26,722
Closed -$6.45M 5572
2021
Q1
$5.89M Buy
+26,722
New +$6.72M 0.01% 937
2020
Q2
Sell
-111,181
Closed -$18.9M 4696
2020
Q1
$13.6M Buy
111,181
+36,886
+50% +$4.63M 0.08% 246
2019
Q4
$8.57M Buy
74,295
+6,900
+10% +$794K 0.04% 416
2019
Q3
$6.64M Buy
+67,395
New +$8.42M 0.04% 535
2019
Q1
Sell
-18,076
Closed -$1.43M 4425
2018
Q4
$1.15M Sell
18,076
-46,699
-72% -$2.77M 0.01% 1651
2018
Q3
$4.56M Buy
+64,775
New +$3.86M 0.02% 847

Other funds holding OKTA