Stephens Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
5,287
+1,870
| +55% | +$187K | 0.01% | 815 |
|
|
2025
Q1 | $360K | Buy |
3,417
+121
| +4% | +$12.7K | 0.01% | 923 |
|
|
2024
Q4 | $260K | Buy |
3,296
+157
| +5% | +$12.4K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $233K | Buy |
3,139
+505
| +19% | +$37.5K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $247K | Buy |
2,634
+344
| +15% | +$32.2K | ﹤0.01% | 1081 |
|
|
2024
Q1 | $240K | Sell |
2,290
-37
| -2% | -$3.87K | ﹤0.01% | 1092 |
|
|
2023
Q4 | $211K | Sell |
2,327
-165
| -7% | -$14.9K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $203K | Buy |
2,492
+466
| +23% | +$38K | ﹤0.01% | 1036 |
|
|
2023
Q2 | $141K | Buy |
2,026
+684
| +51% | +$47.4K | ﹤0.01% | 1107 |
|
|
2023
Q1 | $116K | Buy |
+1,342
| New | +$116K | ﹤0.01% | 1083 |
|
|
2022
Q3 | – | Sell |
-2,762
| Closed | -$250K | – | 1247 |
|
|
2022
Q2 | $250K | Sell |
2,762
-525
| -16% | -$47.5K | 0.01% | 987 |
|
|
2022
Q1 | $496K | Buy |
3,287
+653
| +25% | +$98.5K | 0.01% | 808 |
|
|
2021
Q4 | $590K | Sell |
2,634
-347
| -12% | -$77.7K | 0.01% | 799 |
|
|
2021
Q3 | $708K | Buy |
2,981
+116
| +4% | +$27.6K | 0.01% | 751 |
|
|
2021
Q2 | $701K | Buy |
2,865
+110
| +4% | +$26.9K | 0.01% | 763 |
|
|
2021
Q1 | $607K | Buy |
2,755
+1,486
| +117% | +$327K | 0.01% | 781 |
|
|
2020
Q4 | $323K | Buy |
1,269
+64
| +5% | +$16.3K | 0.01% | 899 |
|
|
2020
Q3 | $258K | Sell |
1,205
-1,357
| -53% | -$291K | 0.01% | 935 |
|
|
2020
Q2 | $513K | Sell |
2,562
-1,079
| -30% | -$216K | 0.01% | 692 |
|
|
2020
Q1 | $445K | Sell |
3,641
-833
| -19% | -$102K | 0.01% | 677 |
|
|
2019
Q4 | $516K | Buy |
4,474
+1,631
| +57% | +$188K | 0.01% | 714 |
|
|
2019
Q3 | $280K | Buy |
2,843
+262
| +10% | +$25.8K | 0.01% | 936 |
|
|
2019
Q2 | $319K | Buy |
2,581
+126
| +5% | +$15.6K | 0.01% | 889 |
|
|
2019
Q1 | $203K | Buy |
+2,455
| New | +$203K | ﹤0.01% | 1053 |
|