Vontobel Holding’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4M | Sell |
84,040
-111,831
| -57% | -$11.2M | 0.03% | 259 |
|
|
2025
Q1 | $20.6M | Buy |
195,871
+73,840
| +61% | +$7.77M | 0.08% | 164 |
|
|
2024
Q4 | $9.62M | Sell |
122,031
-43,035
| -26% | -$3.39M | 0.03% | 229 |
|
|
2024
Q3 | $12.3M | Sell |
165,066
-23,762
| -13% | -$1.77M | 0.04% | 202 |
|
|
2024
Q2 | $17.7M | Sell |
188,828
-68,726
| -27% | -$6.43M | 0.06% | 170 |
|
|
2024
Q1 | $26.9M | Sell |
257,554
-2,150
| -0.8% | -$225K | 0.22% | 114 |
|
|
2023
Q4 | $23.5M | Buy |
259,704
+64,519
| +33% | +$5.84M | 0.2% | 126 |
|
|
2023
Q3 | $15.9M | Sell |
195,185
-6,480
| -3% | -$528K | 0.15% | 151 |
|
|
2023
Q2 | $14M | Sell |
201,665
-91,166
| -31% | -$6.32M | 0.12% | 169 |
|
|
2023
Q1 | $25.3M | Buy |
292,831
+17,880
| +7% | +$1.54M | 0.24% | 107 |
|
|
2022
Q4 | $18M | Buy |
274,951
+160,485
| +140% | +$10.5M | 0.18% | 136 |
|
|
2022
Q3 | $6.51M | Buy |
114,466
+3,997
| +4% | +$227K | 0.08% | 230 |
|
|
2022
Q2 | $10.3M | Buy |
110,469
+55,604
| +101% | +$5.19M | 0.11% | 161 |
|
|
2022
Q1 | $8.37M | Sell |
54,865
-276
| -0.5% | -$42.1K | 0.07% | 219 |
|
|
2021
Q4 | $12.4M | Buy |
55,141
+9,929
| +22% | +$2.23M | 0.1% | 165 |
|
|
2021
Q3 | $10.7M | Buy |
45,212
+2,480
| +6% | +$589K | 0.09% | 170 |
|
|
2021
Q2 | $10.6M | Buy |
42,732
+4,319
| +11% | +$1.07M | 0.09% | 174 |
|
|
2021
Q1 | $8.47M | Buy |
38,413
+2,060
| +6% | +$454K | 0.06% | 180 |
|
|
2020
Q4 | $10.2M | Buy |
+36,353
| New | +$10.2M | 0.07% | 154 |
|