Rockefeller Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
123,829
+15,763
| +15% | +$1.58M | 0.03% | 550 |
|
|
2025
Q1 | $11.4M | Buy |
108,066
+17,171
| +19% | +$1.81M | 0.03% | 534 |
|
|
2024
Q4 | $7.16M | Buy |
90,895
+32,790
| +56% | +$2.58M | 0.02% | 630 |
|
|
2024
Q3 | $4.32M | Buy |
58,105
+1,441
| +3% | +$107K | 0.01% | 755 |
|
|
2024
Q2 | $5.3M | Buy |
56,664
+28,771
| +103% | +$2.69M | 0.02% | 672 |
|
|
2024
Q1 | $2.92M | Sell |
27,893
-3,930
| -12% | -$411K | 0.01% | 865 |
|
|
2023
Q4 | $2.88M | Sell |
31,823
-6,637
| -17% | -$601K | 0.01% | 796 |
|
|
2023
Q3 | $3.13M | Sell |
38,460
-1,621
| -4% | -$132K | 0.01% | 705 |
|
|
2023
Q2 | $2.7M | Buy |
40,081
+9,867
| +33% | +$664K | 0.01% | 754 |
|
|
2023
Q1 | $2.61M | Buy |
30,214
+4,089
| +16% | +$353K | 0.01% | 732 |
|
|
2022
Q4 | $1.78M | Buy |
26,125
+8,307
| +47% | +$567K | 0.01% | 791 |
|
|
2022
Q3 | $1.01M | Buy |
17,818
+1,202
| +7% | +$68.3K | 0.01% | 1007 |
|
|
2022
Q2 | $1.5M | Sell |
16,616
-1,879
| -10% | -$170K | 0.01% | 856 |
|
|
2022
Q1 | $2.79M | Buy |
18,495
+2,610
| +16% | +$394K | 0.01% | 696 |
|
|
2021
Q4 | $3.56M | Buy |
15,885
+308
| +2% | +$69K | 0.02% | 644 |
|
|
2021
Q3 | $3.7M | Sell |
15,577
-470
| -3% | -$112K | 0.02% | 566 |
|
|
2021
Q2 | $3.93M | Buy |
16,047
+7,820
| +95% | +$1.91M | 0.02% | 515 |
|
|
2021
Q1 | $1.81M | Sell |
8,227
-146
| -2% | -$32.2K | 0.01% | 609 |
|
|
2020
Q4 | $2.13M | Buy |
8,373
+3,077
| +58% | +$782K | 0.02% | 505 |
|
|
2020
Q3 | $1.13M | Buy |
5,296
+232
| +5% | +$49.6K | 0.01% | 568 |
|
|
2020
Q2 | $1.01M | Buy |
5,064
+4,613
| +1,023% | +$924K | 0.01% | 546 |
|
|
2020
Q1 | $55K | Buy |
+451
| New | +$55K | ﹤0.01% | 1199 |
|
|
2018
Q3 | – | Sell |
-1,550
| Closed | -$78K | – | 779 |
|
|
2018
Q2 | $78K | Buy |
+1,550
| New | +$78K | ﹤0.01% | 403 |
|