Shelton Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
+5,803
| New | +$580K | 0.01% | 321 |
|
|
2022
Q4 | – | Sell |
-12,676
| Closed | -$721K | – | 714 |
|
|
2022
Q3 | $721K | Hold |
12,676
| – | – | 0.03% | 262 |
|
|
2022
Q2 | $1.15M | Sell |
12,676
-100
| -0.8% | -$9.04K | 0.05% | 246 |
|
|
2022
Q1 | $1.93M | Sell |
12,776
-500
| -4% | -$75.5K | 0.07% | 226 |
|
|
2021
Q4 | $2.98M | Buy |
13,276
+2,339
| +21% | +$524K | 0.11% | 195 |
|
|
2021
Q3 | $2.6M | Buy |
10,937
+802
| +8% | +$190K | 0.1% | 199 |
|
|
2021
Q2 | $2.48M | Sell |
10,135
-10,135
| -50% | -$2.48M | 0.09% | 211 |
|
|
2021
Q1 | $4.47M | Buy |
20,270
+15,109
| +293% | +$3.33M | 0.16% | 133 |
|
|
2020
Q4 | $1.31M | Buy |
+5,161
| New | +$1.31M | 0.06% | 237 |
|