Vestmark Advisory Solutions’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,964
Closed -$295K 600
2024
Q3
$295K Hold
3,964
0.01% 458
2024
Q2
$371K Sell
3,964
-13
-0.3% -$1.22K 0.02% 439
2024
Q1
$416K Buy
3,977
+1,075
+37% +$112K 0.02% 405
2023
Q4
$263K Buy
+2,902
New +$263K 0.01% 433