Number of Shares
18,000.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-109,530.00
% of Total Estimate Gain
-5.97%

Steward Large Cap Growth Fund's Okta Inc Holding Summary

As of 2025-04-30, Steward Large Cap Growth Fund held 18,000.00 shares of Okta Inc(OKTA), totaling $2.02 Mil. This investment constitutes 1.12% of their stock portfolio, and Steward Large Cap Growth Fund now holds 0.01% of the outstanding Okta Inc(OKTA) stock.

The initial trade took place in 2025Q2. And since then Steward Large Cap Growth Fund has made 1 purchases of OKTA, at an average price of $101.91, for a total of 18,000.00 shares. Based on historical transaction data and OKTA's current price of $95.83, Steward Large Cap Growth Fund's estimated gain on his OKTA holdings is $-109,530.00, reflecting a -5.97% gain to date.

Steward Large Cap Growth Fund OKTA ($95.83) Holding Chart

Steward Large Cap Growth Fund OKTA ($95.83) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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