RWA Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
21,222
-597
| -3% | -$59.7K | 0.03% | 238 |
|
|
2025
Q1 | $2.3M | Sell |
21,819
-4,109
| -16% | -$432K | 0.03% | 229 |
|
|
2024
Q4 | $2.04M | Buy |
25,928
+6,437
| +33% | +$507K | 0.03% | 248 |
|
|
2024
Q3 | $1.45M | Buy |
19,491
+19
| +0.1% | +$1.41K | 0.02% | 278 |
|
|
2024
Q2 | $1.82M | Hold |
19,472
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $2.04M | Hold |
19,472
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $1.76M | Hold |
19,472
| – | – | 0.03% | 241 |
|
|
2023
Q3 | $1.59M | Buy |
19,472
+16,484
| +552% | +$1.34M | 0.03% | 157 |
|
|
2023
Q2 | $207K | Sell |
2,988
-16,482
| -85% | -$1.14M | ﹤0.01% | 316 |
|
|
2023
Q1 | $1.68M | Sell |
19,470
-6,439
| -25% | -$555K | 0.04% | 106 |
|
|
2022
Q4 | $1.68M | Sell |
25,909
-7
| -0% | -$454 | 0.04% | 109 |
|
|
2022
Q3 | $1.47M | Buy |
25,916
+20
| +0.1% | +$1.14K | 0.1% | 104 |
|
|
2022
Q2 | $2.34M | Sell |
25,896
-174
| -0.7% | -$15.7K | 0.16% | 86 |
|
|
2022
Q1 | $3.94M | Hold |
26,070
| – | – | 0.25% | 80 |
|
|
2021
Q4 | $5.84M | Buy |
26,070
+24
| +0.1% | +$5.38K | 0.39% | 73 |
|
|
2021
Q3 | $6.18M | Sell |
26,046
-1,203
| -4% | -$286K | 0.46% | 65 |
|
|
2021
Q2 | $6.67M | Hold |
27,249
| – | – | 0.5% | 58 |
|
|
2021
Q1 | $6.01M | Hold |
27,249
| – | – | 0.48% | 62 |
|
|
2020
Q4 | $6.93M | Sell |
27,249
-3
| -0% | -$763 | 0.61% | 41 |
|
|
2020
Q3 | $5.83M | Sell |
27,252
-1,645
| -6% | -$352K | 0.61% | 44 |
|
|
2020
Q2 | $5.79M | Hold |
28,897
| – | – | 0.71% | 42 |
|
|
2020
Q1 | $3.53M | Sell |
28,897
-2,438
| -8% | -$298K | 0.5% | 50 |
|
|
2019
Q4 | $3.62M | Sell |
31,335
-1,396
| -4% | -$161K | 0.36% | 63 |
|
|
2019
Q3 | $3.22M | Hold |
32,731
| – | – | 0.34% | 68 |
|
|
2019
Q2 | $4.04M | Hold |
32,731
| – | – | 0.43% | 55 |
|
|
2019
Q1 | $2.71M | Hold |
32,731
| – | – | 0.31% | 80 |
|
|
2018
Q4 | $2.09M | Hold |
32,731
| – | – | 0.27% | 83 |
|
|
2018
Q3 | $2.3M | Hold |
32,731
| – | – | 0.26% | 88 |
|
|
2018
Q2 | $1.65M | Buy |
32,731
+27,029
| +474% | +$1.36M | 0.18% | 107 |
|
|
2018
Q1 | $227K | Buy |
+5,702
| New | +$227K | 0.03% | 186 |
|