Acima Private Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
1,579
| – | – | 0.05% | 124 |
|
|
2025
Q1 | $166K | Hold |
1,579
| – | – | 0.06% | 121 |
|
|
2024
Q4 | $124K | Hold |
1,579
| – | – | 0.04% | 132 |
|
|
2024
Q3 | $117K | Hold |
1,579
| – | – | 0.04% | 134 |
|
|
2024
Q2 | $148K | Hold |
1,579
| – | – | 0.05% | 123 |
|
|
2024
Q1 | $165K | Hold |
1,579
| – | – | 0.06% | 124 |
|
|
2023
Q4 | $143K | Hold |
1,579
| – | – | 0.06% | 133 |
|
|
2023
Q3 | $129K | Hold |
1,579
| – | – | 0.06% | 139 |
|
|
2023
Q2 | $110K | Hold |
1,579
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $136K | Buy |
+1,579
| New | +$136K | 0.07% | 139 |
|