SEI Investments’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.4M | Sell |
224,118
-10,422
| -4% | -$1.04M | 0.03% | 646 |
|
2025
Q1 | $24.7M | Buy |
234,540
+48,611
| +26% | +$5.11M | 0.03% | 585 |
|
2024
Q4 | $14.7M | Sell |
185,929
-75,616
| -29% | -$5.96M | 0.02% | 818 |
|
2024
Q3 | $19.4M | Sell |
261,545
-20,795
| -7% | -$1.55M | 0.03% | 672 |
|
2024
Q2 | $26.4M | Sell |
282,340
-128,474
| -31% | -$12M | 0.04% | 481 |
|
2024
Q1 | $43M | Sell |
410,814
-1,439
| -0.3% | -$151K | 0.06% | 335 |
|
2023
Q4 | $37.3M | Buy |
412,253
+10,248
| +3% | +$928K | 0.06% | 343 |
|
2023
Q3 | $32.8M | Sell |
402,005
-22,023
| -5% | -$1.8M | 0.06% | 350 |
|
2023
Q2 | $29.4M | Buy |
424,028
+10,256
| +2% | +$711K | 0.05% | 403 |
|
2023
Q1 | $35.7M | Buy |
413,772
+61,743
| +18% | +$5.32M | 0.07% | 327 |
|
2022
Q4 | $24.1M | Buy |
352,029
+238,883
| +211% | +$16.3M | 0.05% | 397 |
|
2022
Q3 | $6.44M | Buy |
113,146
+40,406
| +56% | +$2.3M | 0.01% | 972 |
|
2022
Q2 | $6.51M | Sell |
72,740
-1,309
| -2% | -$117K | 0.01% | 974 |
|
2022
Q1 | $11.1M | Buy |
74,049
+6,066
| +9% | +$910K | 0.02% | 724 |
|
2021
Q4 | $15.2M | Buy |
67,983
+1,202
| +2% | +$268K | 0.03% | 597 |
|
2021
Q3 | $15.8M | Buy |
66,781
+23,843
| +56% | +$5.63M | 0.03% | 540 |
|
2021
Q2 | $10.4M | Sell |
42,938
-8,563
| -17% | -$2.08M | 0.02% | 714 |
|
2021
Q1 | $11.7M | Buy |
51,501
+16,856
| +49% | +$3.84M | 0.03% | 600 |
|
2020
Q4 | $8.84M | Sell |
34,645
-5,353
| -13% | -$1.37M | 0.02% | 690 |
|
2020
Q3 | $8.58M | Sell |
39,998
-362
| -0.9% | -$77.6K | 0.02% | 607 |
|
2020
Q2 | $8.07M | Sell |
40,360
-637
| -2% | -$127K | 0.03% | 645 |
|
2020
Q1 | $5.05M | Buy |
40,997
+17,319
| +73% | +$2.13M | 0.02% | 757 |
|
2019
Q4 | $2.74M | Sell |
23,678
-9,994
| -30% | -$1.16M | 0.01% | 1194 |
|
2019
Q3 | $3.31M | Sell |
33,672
-8,933
| -21% | -$879K | 0.01% | 1107 |
|
2019
Q2 | $5.26M | Buy |
42,605
+207
| +0.5% | +$25.6K | 0.02% | 912 |
|
2019
Q1 | $3.51M | Sell |
42,398
-36,252
| -46% | -$3M | 0.01% | 1076 |
|
2018
Q4 | $5.45M | Buy |
78,650
+11,700
| +17% | +$810K | 0.02% | 853 |
|
2018
Q3 | $4.71M | Sell |
66,950
-6,464
| -9% | -$455K | 0.02% | 899 |
|
2018
Q2 | $3.7M | Buy |
73,414
+6,014
| +9% | +$303K | 0.01% | 1064 |
|
2018
Q1 | $2.69M | Buy |
67,400
+4,100
| +6% | +$163K | 0.01% | 1098 |
|
2017
Q4 | $1.62M | Buy |
+63,300
| New | +$1.62M | 0.01% | 1364 |
|