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