World Equity Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,225
| Closed | -$234K | – | 345 |
|
|
2025
Q1 | $234K | Sell |
2,225
-1,985
| -47% | -$209K | 0.07% | 268 |
|
|
2024
Q4 | $332K | Buy |
+4,210
| New | +$332K | 0.07% | 250 |
|
|
2023
Q2 | – | Sell |
-43,437
| Closed | -$564K | – | 481 |
|
|
2023
Q1 | $564K | Buy |
+43,437
| New | +$564K | 0.08% | 253 |
|
|
2022
Q2 | – | Sell |
-1,530
| Closed | -$231K | – | 384 |
|
|
2022
Q1 | $231K | Buy |
+1,530
| New | +$231K | 0.05% | 317 |
|