Ray Dalio’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
+231,630
| New | +$23.2M | 0.09% | 161 |
|
|
2025
Q1 | – | Sell |
-4,533
| Closed | -$357K | – | 761 |
|
|
2024
Q4 | $357K | Buy |
+4,533
| New | +$357K | ﹤0.01% | 609 |
|
|
2024
Q2 | – | Sell |
-22,996
| Closed | -$2.41M | – | 923 |
|
|
2024
Q1 | $2.41M | Buy |
+22,996
| New | +$2.41M | 0.01% | 471 |
|
|
2023
Q2 | – | Sell |
-4,101
| Closed | -$354K | – | 753 |
|
|
2023
Q1 | $354K | Sell |
4,101
-15,543
| -79% | -$1.34M | ﹤0.01% | 672 |
|
|
2022
Q4 | $1.34M | Buy |
19,644
+13,293
| +209% | +$908K | 0.01% | 599 |
|
|
2022
Q3 | $361K | Buy |
+6,351
| New | +$361K | ﹤0.01% | 810 |
|
|
2021
Q4 | – | Sell |
-2,751
| Closed | -$653K | – | 790 |
|
|
2021
Q3 | $653K | Sell |
2,751
-4,505
| -62% | -$1.07M | ﹤0.01% | 567 |
|
|
2021
Q2 | $1.78M | Buy |
+7,256
| New | +$1.78M | 0.01% | 511 |
|