STALEY CAPITAL ADVISERS’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Hold |
246,207
| – | – | 1.05% | 28 |
|
|
2025
Q1 | $25.9M | Hold |
246,207
| – | – | 1.17% | 26 |
|
|
2024
Q4 | $19.4M | Hold |
246,207
| – | – | 0.86% | 31 |
|
|
2024
Q3 | $18.3M | Hold |
246,207
| – | – | 0.82% | 31 |
|
|
2024
Q2 | $23M | Hold |
246,207
| – | – | 1.06% | 27 |
|
|
2024
Q1 | $25.8M | Hold |
246,207
| – | – | 1.2% | 27 |
|
|
2023
Q4 | $22.3M | Sell |
246,207
-270
| -0.1% | -$24.4K | 1.11% | 28 |
|
|
2023
Q3 | $20.1M | Hold |
246,477
| – | – | 1.11% | 27 |
|
|
2023
Q2 | $17.1M | Hold |
246,477
| – | – | 0.92% | 29 |
|
|
2023
Q1 | $21.3M | Hold |
246,477
| – | – | 1.19% | 25 |
|
|
2022
Q4 | $16.8M | Hold |
246,477
| – | – | 1.01% | 29 |
|
|
2022
Q3 | $14M | Buy |
246,477
+18,393
| +8% | +$1.05M | 0.9% | 29 |
|
|
2022
Q2 | $20.6M | Hold |
228,084
| – | – | 1.22% | 27 |
|
|
2022
Q1 | $34.4M | Sell |
228,084
-45,000
| -16% | -$6.79M | 1.74% | 22 |
|
|
2021
Q4 | $61.2M | Buy |
273,084
+221,809
| +433% | +$49.7M | 2.92% | 10 |
|
|
2021
Q3 | $12.2M | Buy |
+51,275
| New | +$12.2M | 0.65% | 37 |
|