Summit Trail Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $3.9M | Sell |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.67M | Buy |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $3.25M | Buy |
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|
2023
Q1 | $3.97M | Buy |
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|
2022
Q4 | $3.14M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $9.9M | Sell |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $8.82M | Sell |
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|
2021
Q2 | $9.3M | Sell |
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|
2021
Q1 | $8.79M | Buy |
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|
2020
Q4 | $9.7M | Buy |
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|
2020
Q3 | $4.11M | Sell |
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|
2020
Q2 | $5.61M | Buy |
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|
2020
Q1 | $3.4M | Buy |
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