Tradewinds Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 347 |
|
|
2025
Q1 | – | Sell |
-25
| Closed | -$1.97K | – | 714 |
|
|
2024
Q4 | $1.97K | Sell |
25
-15
| -38% | -$1.18K | ﹤0.01% | 495 |
|
|
2024
Q3 | $2.97K | Hold |
40
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $3.75K | Hold |
40
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $4.19K | Hold |
40
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $3.62K | Hold |
40
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $3.26K | Hold |
40
| – | – | ﹤0.01% | 310 |
|
|
2023
Q2 | $2.77K | Hold |
40
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $3.45K | Hold |
40
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $2.73K | Hold |
40
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 545 |
|
|
2021
Q4 | $9K | Hold |
40
| – | – | ﹤0.01% | 507 |
|
|
2021
Q3 | $9K | Hold |
40
| – | – | ﹤0.01% | 484 |
|
|
2021
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 484 |
|
|
2021
Q1 | $9K | Sell |
40
-16
| -29% | -$3.6K | ﹤0.01% | 470 |
|
|
2020
Q4 | $14K | Buy |
+56
| New | +$14K | ﹤0.01% | 381 |
|
|
2020
Q1 | – | Sell |
-22
| Closed | -$3K | – | 715 |
|
|
2019
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 564 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 537 |
|
|
2019
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 495 |
|