Petrus Trust Company’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,961
| Closed | -$785K | – | 727 |
|
|
2024
Q4 | $785K | Sell |
9,961
-279
| -3% | -$22K | 0.08% | 81 |
|
|
2024
Q3 | $761K | Buy |
10,240
+2,944
| +40% | +$219K | 0.07% | 84 |
|
|
2024
Q2 | $683K | Buy |
7,296
+964
| +15% | +$90.2K | 0.06% | 113 |
|
|
2024
Q1 | $662K | Buy |
6,332
+3,662
| +137% | +$383K | 0.06% | 109 |
|
|
2023
Q4 | $242K | Sell |
2,670
-1,271
| -32% | -$115K | 0.02% | 515 |
|
|
2023
Q3 | $321K | Sell |
3,941
-3,835
| -49% | -$313K | 0.03% | 365 |
|
|
2023
Q2 | $539K | Buy |
+7,776
| New | +$539K | 0.06% | 129 |
|