Winthrop 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	$5K	Hold	49	–	–	﹤0.01%	244
2025 Q1	$5K	Hold	49	–	–	﹤0.01%	222
2024 Q4	$4K	Buy	+49	New	+$4K	﹤0.01%	240
2024 Q1	–	Sell	-55	Closed	-$4.98K	–	249
2023 Q4	$4.98K	Buy	+55	New	+$4.98K	﹤0.01%	220