Venturi Wealth 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 | – | Sell |
-2,098
| Closed | -$221K | – | 591 |
|
|
2025
Q1 | $221K | Buy |
2,098
+1,204
| +135% | +$127K | 0.01% | 518 |
|
|
2024
Q4 | $70.4K | Sell |
894
-222
| -20% | -$17.5K | ﹤0.01% | 906 |
|
|
2024
Q3 | $83K | Buy |
1,116
+466
| +72% | +$34.6K | ﹤0.01% | 616 |
|
|
2024
Q2 | $60.8K | Buy |
650
+259
| +66% | +$24.2K | ﹤0.01% | 615 |
|
|
2024
Q1 | $40.9K | Buy |
391
+131
| +50% | +$13.7K | ﹤0.01% | 544 |
|
|
2023
Q4 | $23.5K | Buy |
260
+95
| +58% | +$8.6K | ﹤0.01% | 655 |
|
|
2023
Q3 | $13.5K | Buy |
165
+137
| +489% | +$11.2K | ﹤0.01% | 739 |
|
|
2023
Q2 | $1.94K | Sell |
28
-11
| -28% | -$763 | ﹤0.01% | 925 |
|
|
2023
Q1 | $3.36K | Buy |
+39
| New | +$3.36K | ﹤0.01% | 906 |
|