SMDAM
Sumitomo Mitsui DS Asset Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Hold |
14,216
| – | – | 0.01% | 570 |
|
|
2025
Q1 | $1.5M | Sell |
14,216
-85
| -0.6% | -$8.94K | 0.02% | 549 |
|
|
2024
Q4 | $1.13M | Hold |
14,301
| – | – | 0.01% | 609 |
|
|
2024
Q3 | $1.06M | Hold |
14,301
| – | – | 0.01% | 612 |
|
|
2024
Q2 | $1.34M | Sell |
14,301
-5
| -0% | -$468 | 0.02% | 541 |
|
|
2024
Q1 | $1.5M | Buy |
14,306
+3,530
| +33% | +$369K | 0.02% | 512 |
|
|
2023
Q4 | $976K | Hold |
10,776
| – | – | 0.01% | 616 |
|
|
2023
Q3 | $878K | Sell |
10,776
-32
| -0.3% | -$2.61K | 0.01% | 586 |
|
|
2023
Q2 | $750K | Hold |
10,808
| – | – | 0.01% | 625 |
|
|
2023
Q1 | $932K | Hold |
10,808
| – | – | 0.02% | 561 |
|
|
2022
Q4 | $739K | Hold |
10,808
| – | – | 0.02% | 581 |
|
|
2022
Q3 | $615K | Buy |
10,808
+2,389
| +28% | +$136K | 0.01% | 593 |
|
|
2022
Q2 | $761K | Sell |
8,419
-3,773
| -31% | -$341K | 0.02% | 546 |
|
|
2022
Q1 | $1.84M | Sell |
12,192
-1,679
| -12% | -$254K | 0.04% | 364 |
|
|
2021
Q4 | $3.11M | Sell |
13,871
-5,022
| -27% | -$1.13M | 0.06% | 256 |
|
|
2021
Q3 | $4.48M | Sell |
18,893
-4,650
| -20% | -$1.1M | 0.11% | 176 |
|
|
2021
Q2 | $5.76M | Sell |
23,543
-7,060
| -23% | -$1.73M | 0.14% | 149 |
|
|
2021
Q1 | $6.75M | Buy |
30,603
+9,873
| +48% | +$2.18M | 0.18% | 121 |
|
|
2020
Q4 | $5.27M | Buy |
20,730
+11,471
| +124% | +$2.92M | 0.15% | 132 |
|
|
2020
Q3 | $1.98M | Buy |
9,259
+2,913
| +46% | +$623K | 0.06% | 255 |
|
|
2020
Q2 | $1.27M | Buy |
6,346
+668
| +12% | +$134K | 0.04% | 340 |
|
|
2020
Q1 | $694K | Buy |
5,678
+46
| +0.8% | +$5.62K | 0.03% | 421 |
|
|
2019
Q4 | $649K | Hold |
5,632
| – | – | 0.02% | 535 |
|
|
2019
Q3 | $554K | Buy |
5,632
+363
| +7% | +$35.7K | 0.02% | 545 |
|
|
2019
Q2 | $650K | Sell |
5,269
-6,641
| -56% | -$819K | 0.03% | 489 |
|
|
2019
Q1 | $985K | Sell |
11,910
-12,290
| -51% | -$1.02M | 0.02% | 520 |
|
|
2018
Q4 | $1.54M | Buy |
+24,200
| New | +$1.54M | 0.03% | 362 |
|