Aaron Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Sell |
4,347
-622
| -13% | -$62.2K | 0.04% | 275 |
|
|
2025
Q1 | $523K | Buy |
4,969
+1,507
| +44% | +$159K | 0.06% | 207 |
|
|
2024
Q4 | $273K | Buy |
3,462
+43
| +1% | +$3.39K | 0.03% | 346 |
|
|
2024
Q3 | $254K | Buy |
3,419
+547
| +19% | +$40.7K | 0.03% | 346 |
|
|
2024
Q2 | $269K | Buy |
2,872
+662
| +30% | +$62K | 0.04% | 258 |
|
|
2024
Q1 | $231K | Buy |
+2,210
| New | +$231K | 0.03% | 267 |
|
|
2022
Q2 | – | Sell |
-49,816
| Closed | -$330K | – | 640 |
|
|
2022
Q1 | $330K | Buy |
+49,816
| New | +$330K | ﹤0.01% | 638 |
|