Private 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
Q2 | $18.2K | Sell |
182
-715
| -80% | -$71.5K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $94.4K | Buy |
897
+772
| +618% | +$81.2K | 0.01% | 964 |
|
|
2024
Q4 | $9.85K | Hold |
125
| – | – | ﹤0.01% | 1755 |
|
|
2024
Q3 | $9.29K | Hold |
125
| – | – | ﹤0.01% | 1754 |
|
|
2024
Q2 | $11.7K | Hold |
125
| – | – | ﹤0.01% | 1634 |
|
|
2024
Q1 | $13.1K | Sell |
125
-3
| -2% | -$314 | ﹤0.01% | 1571 |
|
|
2023
Q4 | $11.6K | Hold |
128
| – | – | ﹤0.01% | 1602 |
|
|
2023
Q3 | $10.4K | Hold |
128
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q2 | $8.88K | Hold |
128
| – | – | ﹤0.01% | 1666 |
|
|
2023
Q1 | $11K | Hold |
128
| – | – | ﹤0.01% | 1544 |
|
|
2022
Q4 | $9K | Hold |
128
| – | – | ﹤0.01% | 1596 |
|
|
2022
Q3 | $7K | Hold |
128
| – | – | ﹤0.01% | 1579 |
|
|
2022
Q2 | $12K | Buy |
+128
| New | +$12K | ﹤0.01% | 1425 |
|