RSS
Rosenblum Silverman Sutton’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Buy |
29,626
+305
| +1% | +$30.5K | 0.72% | 34 |
|
|
2025
Q1 | $3.09M | Buy |
29,321
+61
| +0.2% | +$6.42K | 0.85% | 34 |
|
|
2024
Q4 | $2.31M | Sell |
29,260
-1,365
| -4% | -$108K | 0.58% | 39 |
|
|
2024
Q3 | $2.28M | Sell |
30,625
-1,495
| -5% | -$111K | 0.58% | 36 |
|
|
2024
Q2 | $3.01M | Buy |
32,120
+455
| +1% | +$42.6K | 0.81% | 32 |
|
|
2024
Q1 | $3.31M | Hold |
31,665
| – | – | 0.94% | 31 |
|
|
2023
Q4 | $2.87M | Sell |
31,665
-4,635
| -13% | -$420K | 0.91% | 35 |
|
|
2023
Q3 | $2.96M | Hold |
36,300
| – | – | 1.01% | 36 |
|
|
2023
Q2 | $2.52M | Buy |
36,300
+910
| +3% | +$63.1K | 0.83% | 39 |
|
|
2023
Q1 | $3.05M | Sell |
35,390
-11,818
| -25% | -$1.02M | 1.11% | 34 |
|
|
2022
Q4 | $3.23M | Buy |
47,208
+4,290
| +10% | +$293K | 1.18% | 31 |
|
|
2022
Q3 | $2.44M | Sell |
42,918
-2,696
| -6% | -$153K | 0.88% | 40 |
|
|
2022
Q2 | $4.12M | Buy |
45,614
+1,479
| +3% | +$134K | 1.34% | 29 |
|
|
2022
Q1 | $6.66M | Sell |
44,135
-458
| -1% | -$69.1K | 1.71% | 23 |
|
|
2021
Q4 | $10M | Buy |
44,593
+49
| +0.1% | +$11K | 2.25% | 17 |
|
|
2021
Q3 | $10.6M | Sell |
44,544
-1,195
| -3% | -$284K | 2.42% | 15 |
|
|
2021
Q2 | $11.2M | Sell |
45,739
-398
| -0.9% | -$97.4K | 2.52% | 15 |
|
|
2021
Q1 | $10.2M | Sell |
46,137
-2,062
| -4% | -$455K | 2.61% | 15 |
|
|
2020
Q4 | $12.3M | Buy |
48,199
+260
| +0.5% | +$66.1K | 3.19% | 13 |
|
|
2020
Q3 | $10.3M | Sell |
47,939
-1,200
| -2% | -$257K | 2.88% | 15 |
|
|
2020
Q2 | $9.84M | Sell |
49,139
-2,721
| -5% | -$545K | 3.16% | 13 |
|
|
2020
Q1 | $6.34M | Sell |
51,860
-595
| -1% | -$72.7K | 2.53% | 17 |
|
|
2019
Q4 | $6.05M | Sell |
52,455
-2,920
| -5% | -$337K | 2.21% | 20 |
|
|
2019
Q3 | $5.45M | Sell |
55,375
-2,305
| -4% | -$227K | 2.1% | 22 |
|
|
2019
Q2 | $7.12M | Sell |
57,680
-3,825
| -6% | -$472K | 2.7% | 11 |
|
|
2019
Q1 | $5.09M | Buy |
61,505
+9,399
| +18% | +$778K | 2.02% | 21 |
|
|
2018
Q4 | $3.47M | Sell |
52,106
-23,236
| -31% | -$1.55M | 1.58% | 26 |
|
|
2018
Q3 | $5.3M | Sell |
75,342
-4,015
| -5% | -$282K | 1.76% | 23 |
|
|
2018
Q2 | $4M | Sell |
79,357
-923
| -1% | -$46.5K | 1.39% | 29 |
|
|
2018
Q1 | $3.2M | Buy |
80,280
+200
| +0.2% | +$7.97K | 1.14% | 33 |
|
|
2017
Q4 | $2.05M | Buy |
+80,080
| New | +$2.05M | 0.74% | 43 |
|