Whittier Trust’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Hold |
115
| – | – | ﹤0.01% | 1215 |
|
|
2025
Q1 | $12.1K | Hold |
115
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q4 | $9.06K | Buy |
115
+10
| +10% | +$788 | ﹤0.01% | 1263 |
|
|
2024
Q3 | $7.81K | Buy |
+105
| New | +$7.81K | ﹤0.01% | 1306 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$326 | – | 1627 |
|
|
2023
Q3 | $326 | Buy |
+4
| New | +$326 | ﹤0.01% | 1601 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$4K | – | 1689 |
|
|
2022
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1490 |
|
|
2022
Q2 | $7K | Sell |
75
-309
| -80% | -$28.8K | ﹤0.01% | 1381 |
|
|
2022
Q1 | $58K | Buy |
384
+309
| +412% | +$46.7K | ﹤0.01% | 939 |
|
|
2021
Q4 | $17K | Hold |
75
| – | – | ﹤0.01% | 1225 |
|
|
2021
Q3 | $18K | Hold |
75
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q2 | $18K | Hold |
75
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q1 | $17K | Hold |
75
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q4 | $19K | Hold |
75
| – | – | ﹤0.01% | 1058 |
|
|
2020
Q3 | $16K | Buy |
75
+20
| +36% | +$4.27K | ﹤0.01% | 1055 |
|
|
2020
Q2 | $11K | Hold |
55
| – | – | ﹤0.01% | 1057 |
|
|
2020
Q1 | $7K | Buy |
55
+21
| +62% | +$2.67K | ﹤0.01% | 1163 |
|
|
2019
Q4 | $4K | Sell |
34
-34
| -50% | -$4K | ﹤0.01% | 1277 |
|
|
2019
Q3 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 1196 |
|