SteelPeak Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
+5,470
| New | +$547K | 0.02% | 339 |
|
|
2023
Q2 | – | Sell |
-3,060
| Closed | -$264K | – | 432 |
|
|
2023
Q1 | $264K | Buy |
+3,060
| New | +$264K | 0.02% | 309 |
|
|
2022
Q3 | – | Sell |
-3,200
| Closed | -$289K | – | 414 |
|
|
2022
Q2 | $289K | Sell |
3,200
-1,370
| -30% | -$124K | 0.02% | 321 |
|
|
2022
Q1 | $690K | Buy |
4,570
+1,100
| +32% | +$166K | 0.04% | 225 |
|
|
2021
Q4 | $778K | Sell |
3,470
-1,320
| -28% | -$296K | 0.04% | 191 |
|
|
2021
Q3 | $1.14M | Sell |
4,790
-1,405
| -23% | -$334K | 0.08% | 150 |
|
|
2021
Q2 | $1.52M | Buy |
6,195
+110
| +2% | +$26.9K | 0.11% | 129 |
|
|
2021
Q1 | $1.34M | Sell |
6,085
-1,155
| -16% | -$255K | 0.11% | 124 |
|
|
2020
Q4 | $1.84M | Buy |
7,240
+1,918
| +36% | +$488K | 0.17% | 104 |
|
|
2020
Q3 | $1.14M | Buy |
5,322
+831
| +19% | +$178K | 0.12% | 122 |
|
|
2020
Q2 | $899K | Buy |
4,491
+2,098
| +88% | +$420K | 0.11% | 128 |
|
|
2020
Q1 | $293K | Buy |
+2,393
| New | +$293K | 0.05% | 176 |
|