Stonegate Investment Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,910
| Closed | -$1.33M | – | 418 |
|
|
2024
Q3 | $1.33M | Buy |
17,910
+1,502
| +9% | +$112K | 0.04% | 149 |
|
|
2024
Q2 | $1.54M | Hold |
16,408
| – | – | 0.04% | 133 |
|
|
2024
Q1 | $1.72M | Hold |
16,408
| – | – | 0.05% | 126 |
|
|
2023
Q4 | $1.49M | Hold |
16,408
| – | – | 0.05% | 135 |
|
|
2023
Q3 | $1.34M | Hold |
16,408
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $1.14M | Hold |
16,408
| – | – | 0.04% | 151 |
|
|
2023
Q1 | $1.42M | Buy |
16,408
+1,408
| +9% | +$121K | 0.05% | 129 |
|
|
2022
Q4 | $1.02M | Buy |
+15,000
| New | +$1.02M | 0.04% | 142 |
|