RIA
RPG Investment Advisory’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.14M | Sell |
91,454
-84,316
| -48% | -$8.43M | 1.14% | 38 |
|
|
2025
Q1 | $18.5M | Buy |
175,770
+91,307
| +108% | +$9.61M | 1.32% | 38 |
|
|
2024
Q4 | $6.66M | Buy |
84,463
+1,336
| +2% | +$105K | 0.89% | 48 |
|
|
2024
Q3 | $6.18M | Buy |
83,127
+5,722
| +7% | +$425K | 0.88% | 49 |
|
|
2024
Q2 | $7.25M | Sell |
77,405
-381
| -0.5% | -$35.7K | 1.07% | 39 |
|
|
2024
Q1 | $8.14M | Buy |
77,786
+517
| +0.7% | +$54.1K | 1.22% | 37 |
|
|
2023
Q4 | $7M | Buy |
77,269
+28,119
| +57% | +$2.55M | 1.14% | 37 |
|
|
2023
Q3 | $4.01M | Sell |
49,150
-942
| -2% | -$76.8K | 0.74% | 50 |
|
|
2023
Q2 | $3.47M | Sell |
50,092
-38
| -0.1% | -$2.64K | 0.6% | 54 |
|
|
2023
Q1 | $4.32M | Buy |
50,130
+1,716
| +4% | +$148K | 0.76% | 56 |
|
|
2022
Q4 | $3.31M | Buy |
48,414
+4,038
| +9% | +$276K | 0.64% | 60 |
|
|
2022
Q3 | $2.52M | Buy |
44,376
+8,284
| +23% | +$471K | 0.54% | 60 |
|
|
2022
Q2 | $3.26M | Buy |
36,092
+3,546
| +11% | +$321K | 0.66% | 61 |
|
|
2022
Q1 | $4.91M | Buy |
32,546
+1,222
| +4% | +$184K | 0.8% | 59 |
|
|
2021
Q4 | $7.02M | Buy |
+31,324
| New | +$7.02M | 1.09% | 43 |
|