Spire Wealth 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 | $405K | Buy |
4,051
+3,741
| +1,207% | +$374K | 0.01% | 558 |
|
|
2025
Q1 | $32.6K | Sell |
310
-2,080
| -87% | -$219K | ﹤0.01% | 1441 |
|
|
2024
Q4 | $188K | Buy |
2,390
+2,090
| +697% | +$165K | 0.01% | 838 |
|
|
2024
Q3 | $22.3K | Hold |
300
| – | – | ﹤0.01% | 1408 |
|
|
2024
Q2 | $28.1K | Sell |
300
-206
| -41% | -$19.3K | ﹤0.01% | 1310 |
|
|
2024
Q1 | $53K | Sell |
506
-89
| -15% | -$9.31K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $48.4K | Sell |
595
-425
| -42% | -$34.5K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $83.1K | Sell |
1,020
-122
| -11% | -$9.94K | ﹤0.01% | 1008 |
|
|
2023
Q2 | $79.2K | Sell |
1,142
-15
| -1% | -$1.04K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $99.8K | Buy |
1,157
+27
| +2% | +$2.33K | ﹤0.01% | 969 |
|
|
2022
Q4 | $77K | Sell |
1,130
-211
| -16% | -$14.4K | ﹤0.01% | 833 |
|
|
2022
Q3 | $76K | Sell |
1,341
-344
| -20% | -$19.5K | ﹤0.01% | 799 |
|
|
2022
Q2 | $152K | Sell |
1,685
-4,511
| -73% | -$407K | 0.01% | 863 |
|
|
2022
Q1 | $935K | Sell |
6,196
-612
| -9% | -$92.4K | 0.03% | 401 |
|
|
2021
Q4 | $1.53M | Sell |
6,808
-20
| -0.3% | -$4.48K | 0.03% | 354 |
|
|
2021
Q3 | $1.62M | Sell |
6,828
-347
| -5% | -$82.4K | 0.04% | 317 |
|
|
2021
Q2 | $1.76M | Sell |
7,175
-2,199
| -23% | -$538K | 0.05% | 316 |
|
|
2021
Q1 | $2.05M | Buy |
+9,374
| New | +$2.05M | 0.05% | 276 |
|