Triumph 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 | $795K | Buy |
7,955
+267
| +3% | +$26.7K | 0.24% | 99 |
|
2025
Q1 | $809K | Buy |
7,688
+1,897
| +33% | +$200K | 0.27% | 99 |
|
2024
Q4 | $456K | Buy |
5,791
+673
| +13% | +$53K | 0.16% | 159 |
|
2024
Q3 | $380K | Sell |
5,118
-107
| -2% | -$7.95K | 0.14% | 168 |
|
2024
Q2 | $489K | Buy |
5,225
+2,050
| +65% | +$192K | 0.19% | 128 |
|
2024
Q1 | $329K | Sell |
3,175
-1,190
| -27% | -$123K | 0.13% | 158 |
|
2023
Q4 | $395K | Sell |
4,365
-328
| -7% | -$29.7K | 0.17% | 120 |
|
2023
Q3 | $382K | Buy |
4,693
+437
| +10% | +$35.6K | 0.17% | 124 |
|
2023
Q2 | $295K | Sell |
4,256
-581
| -12% | -$40.3K | 0.13% | 153 |
|
2023
Q1 | $417K | Sell |
4,837
-4,317
| -47% | -$372K | 0.21% | 95 |
|
2022
Q4 | $625K | Sell |
9,154
-1,344
| -13% | -$91.8K | 0.33% | 66 |
|
2022
Q3 | $597K | Buy |
10,498
+3,605
| +52% | +$205K | 0.33% | 71 |
|
2022
Q2 | $623K | Buy |
6,893
+2,322
| +51% | +$210K | 0.33% | 65 |
|
2022
Q1 | $690K | Buy |
4,571
+1,558
| +52% | +$235K | 0.3% | 82 |
|
2021
Q4 | $675K | Sell |
3,013
-326
| -10% | -$73K | 0.29% | 82 |
|
2021
Q3 | $792K | Buy |
+3,339
| New | +$792K | 0.37% | 68 |
|