SWS Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.02M | Buy |
30,249
+936
| +3% | +$93.6K | 0.82% | 41 |
|
|
2025
Q1 | $3.08M | Sell |
29,313
-15,603
| -35% | -$1.64M | 1.01% | 31 |
|
|
2024
Q4 | $3.54M | Buy |
44,916
+12,430
| +38% | +$979K | 1.07% | 22 |
|
|
2024
Q3 | $2.42M | Buy |
32,486
+7,838
| +32% | +$583K | 0.77% | 48 |
|
|
2024
Q2 | $2.31M | Buy |
24,648
+335
| +1% | +$31.4K | 0.69% | 57 |
|
|
2024
Q1 | $2.54M | Sell |
24,313
-318
| -1% | -$33.3K | 0.76% | 52 |
|
|
2023
Q4 | $2.23M | Buy |
24,631
+7,639
| +45% | +$692K | 0.73% | 57 |
|
|
2023
Q3 | $1.39M | Buy |
+16,992
| New | +$1.39M | 0.51% | 76 |
|