Rather & Kittrell’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
2,735
+2
| +0.1% | +$200 | 0.05% | 79 |
|
|
2025
Q1 | $288K | Sell |
2,733
-1,246
| -31% | -$131K | 0.06% | 75 |
|
|
2024
Q4 | $314K | Sell |
3,979
-1,653
| -29% | -$130K | 0.07% | 72 |
|
|
2024
Q3 | $419K | Buy |
5,632
+4
| +0.1% | +$297 | 0.1% | 61 |
|
|
2024
Q2 | $527K | Hold |
5,628
| – | – | 0.15% | 54 |
|
|
2024
Q1 | $589K | Hold |
5,628
| – | – | 0.18% | 49 |
|
|
2023
Q4 | $510K | Sell |
5,628
-1,082
| -16% | -$98K | 0.18% | 49 |
|
|
2023
Q3 | $547K | Hold |
6,710
| – | – | 0.22% | 42 |
|
|
2023
Q2 | $465K | Sell |
6,710
-4,794
| -42% | -$332K | 0.19% | 48 |
|
|
2023
Q1 | $992K | Buy |
+11,504
| New | +$992K | 0.45% | 32 |
|