SFG
SVB Financial Group’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-53,152
| Closed | -$4.98M | – | 4 |
|
|
2024
Q2 | $4.98M | Hold |
53,152
| – | – | 3.49% | 3 |
|
|
2024
Q1 | $5.56M | Sell |
53,152
-26,000
| -33% | -$2.72M | 3.07% | 4 |
|
|
2023
Q4 | $7.17M | Hold |
79,152
| – | – | 6.35% | 3 |
|
|
2023
Q3 | $6.45M | Sell |
79,152
-20,720
| -21% | -$1.69M | 12.14% | 3 |
|
|
2023
Q2 | $6.93M | Hold |
99,872
| – | – | 13.09% | 3 |
|
|
2023
Q1 | $8.61M | Sell |
99,872
-12,140
| -11% | -$1.05M | 16.48% | 2 |
|
|
2022
Q4 | $7.65M | Buy |
+112,012
| New | +$7.65M | 20.92% | 2 |
|