S&CO Inc’s Okta OKTA Stock Holding History

S&CO Inc’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.49M	Hold
2025 Q1	$3.67M	Hold
2024 Q4	$2.75M	Hold
2024 Q3	$2.6M	Hold
2024 Q2	$3.27M	Hold
2024 Q1	$3.65M	Hold
2023 Q4	$3.16M	Hold
2023 Q3	$2.85M	Hold
2023 Q2	$2.42M	Buy
2023 Q1	$2.58M	Buy
2022 Q4	$1.3M	Hold
2022 Q3	$1.08M	Hold
2022 Q2	$1.72M	Hold
2022 Q1	$2.87M	Hold
2021 Q4	$4.26M	Hold
2021 Q3	$4.51M	Hold
2021 Q2	$4.66M	Hold
2021 Q1	$4.19M	Hold
2020 Q4	$4.84M	Hold
2020 Q3	$4.07M	Sell
2020 Q2	$4.61M	Hold
2020 Q1	$2.81M	Hold
2019 Q4	$2.66M	Hold
2019 Q3	$2.27M	Sell
2019 Q2	$3.79M	Sell
2019 Q1	$2.67M	Hold
2018 Q4	$2.06M	Hold
2018 Q3	$2.27M	Hold
2018 Q2	$1.63M	Buy
2018 Q1	$671K	Buy