Westfield Capital 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 | $57M | Sell |
570,323
-8,623
| -1% | -$862K | 0.24% | 126 |
|
|
2025
Q1 | $60.9M | Sell |
578,946
-223,480
| -28% | -$23.5M | 0.3% | 104 |
|
|
2024
Q4 | $63.2M | Buy |
+802,426
| New | +$63.2M | 0.28% | 113 |
|
|
2024
Q1 | – | Sell |
-493,029
| Closed | -$44.6M | – | 259 |
|
|
2023
Q4 | $44.6M | Sell |
493,029
-197,305
| -29% | -$17.9M | 0.26% | 143 |
|
|
2023
Q3 | $56.3M | Buy |
690,334
+79,773
| +13% | +$6.5M | 0.38% | 102 |
|
|
2023
Q2 | $42.3M | Sell |
610,561
-127,903
| -17% | -$8.87M | 0.27% | 132 |
|
|
2023
Q1 | $63.7M | Sell |
738,464
-47,720
| -6% | -$4.12M | 0.45% | 83 |
|
|
2022
Q4 | $53.7M | Buy |
786,184
+57,231
| +8% | +$3.91M | 0.41% | 99 |
|
|
2022
Q3 | $41.5M | Buy |
+728,953
| New | +$41.5M | 0.33% | 121 |
|