Addison Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.42K | Sell |
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|
2025
Q2 | $10K | Hold |
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|
2025
Q1 | $10.5K | Hold |
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|
2024
Q4 | $7.88K | Hold |
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|
2024
Q3 | $7.43K | Hold |
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|
2024
Q2 | $9.36K | Hold |
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|
2024
Q1 | $10.5K | Hold |
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|
2023
Q4 | $9.05K | Sell |
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|
2023
Q3 | $18.3K | Hold |
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|
2023
Q2 | $15.6K | Hold |
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|
2023
Q1 | $19.4K | Hold |
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|
2022
Q4 | $15.4K | Sell |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $21K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $24K | Buy |
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|
2020
Q4 | $25K | Buy |
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