Trust Company of Vermont’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6K | Hold |
36
| – | – | ﹤0.01% | 963 |
|
|
2025
Q1 | $3.79K | Sell |
36
-101
| -74% | -$10.6K | ﹤0.01% | 886 |
|
|
2024
Q4 | $10.8K | Hold |
137
| – | – | ﹤0.01% | 765 |
|
|
2024
Q3 | $10.2K | Buy |
137
+37
| +37% | +$2.75K | ﹤0.01% | 749 |
|
|
2024
Q2 | $9.36K | Buy |
+100
| New | +$9.36K | ﹤0.01% | 699 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | -$1K | – | 837 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 852 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 906 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 973 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 999 |
|
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 953 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 963 |
|
|
2018
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1032 |
|