Rothschild Investment LLC’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2K | Buy |
232
+130
| +127% | +$13K | ﹤0.01% | 988 |
|
|
2025
Q1 | $10.7K | Hold |
102
| – | – | ﹤0.01% | 1153 |
|
|
2024
Q4 | $8.04K | Buy |
102
+2
| +2% | +$158 | ﹤0.01% | 1196 |
|
|
2024
Q3 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q2 | $9.36K | Hold |
100
| – | – | ﹤0.01% | 1112 |
|
|
2024
Q1 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q4 | $9.05K | Buy |
+100
| New | +$9.05K | ﹤0.01% | 1007 |
|