UMB Bank’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $140K | Buy |
1,396
+1,393
| +46,433% | +$139K | ﹤0.01% | 708 |
|
2025
Q1 | $316 | Sell |
3
-128
| -98% | -$13.5K | ﹤0.01% | 2068 |
|
2024
Q4 | $10.3K | Sell |
131
-494
| -79% | -$38.9K | ﹤0.01% | 1463 |
|
2024
Q3 | $46.5K | Sell |
625
-324
| -34% | -$24.1K | ﹤0.01% | 898 |
|
2024
Q2 | $88.8K | Sell |
949
-253
| -21% | -$23.7K | ﹤0.01% | 717 |
|
2024
Q1 | $126K | Buy |
1,202
+453
| +60% | +$47.4K | ﹤0.01% | 654 |
|
2023
Q4 | $67.8K | Buy |
749
+450
| +151% | +$40.7K | ﹤0.01% | 781 |
|
2023
Q3 | $24.4K | Buy |
299
+66
| +28% | +$5.38K | ﹤0.01% | 1025 |
|
2023
Q2 | $16.2K | Hold |
233
| – | – | ﹤0.01% | 1141 |
|
2023
Q1 | $20.1K | Hold |
233
| – | – | ﹤0.01% | 1084 |
|
2022
Q4 | $16K | Sell |
233
-143
| -38% | -$9.82K | ﹤0.01% | 1168 |
|
2022
Q3 | $22K | Buy |
376
+143
| +61% | +$8.37K | ﹤0.01% | 1084 |
|
2022
Q2 | $21K | Sell |
233
-180
| -44% | -$16.2K | ﹤0.01% | 1159 |
|
2022
Q1 | $63K | Buy |
413
+80
| +24% | +$12.2K | ﹤0.01% | 893 |
|
2021
Q4 | $75K | Buy |
+333
| New | +$75K | ﹤0.01% | 870 |
|