Principal Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Buy |
2,406
+720
| +43% | +$72K | ﹤0.01% | 1151 |
|
|
2025
Q1 | $133K | Hold |
1,686
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q4 | $133K | Buy |
1,686
+204
| +14% | +$16.1K | ﹤0.01% | 1304 |
|
|
2024
Q3 | $110K | Sell |
1,482
-219
| -13% | -$16.3K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $159K | Buy |
1,701
+113
| +7% | +$10.6K | ﹤0.01% | 1132 |
|
|
2024
Q1 | $166K | Buy |
1,588
+1,062
| +202% | +$111K | 0.01% | 1091 |
|
|
2023
Q4 | $47.6K | Buy |
+526
| New | +$47.6K | ﹤0.01% | 1512 |
|