TrueMark Investments’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
2,613
-99
| -4% | -$9.9K | 0.06% | 137 |
|
|
2025
Q1 | $285K | Sell |
2,712
-6,025
| -69% | -$634K | 0.07% | 135 |
|
|
2024
Q4 | $688K | Sell |
8,737
-713
| -8% | -$56.2K | 0.22% | 96 |
|
|
2024
Q3 | $703K | Sell |
9,450
-1,543
| -14% | -$115K | 0.23% | 101 |
|
|
2024
Q2 | $1.03M | Sell |
10,993
-5,604
| -34% | -$525K | 0.35% | 94 |
|
|
2024
Q1 | $1.74M | Buy |
16,597
+1,976
| +14% | +$207K | 1.59% | 33 |
|
|
2023
Q4 | $1.32M | Buy |
+14,621
| New | +$1.32M | 1.32% | 38 |
|