Steward Large Cap Growth Fund OKTA Holdings History
Number of Shares
18,000.00
Current Holdings Value*
$2.02 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-113,040.00
% of Total Estimate Gain
-6.16%
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 $95.63, Steward Large Cap Growth Fund's estimated gain on his OKTA holdings is $-113,040.00, reflecting a -6.16% gain to date.
Steward Large Cap Growth Fund OKTA ($95.63) Holding Chart
Steward Large Cap Growth Fund OKTA ($95.63) 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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