Allworth Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $143K | Buy |
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|
2024
Q3 | $95.9K | Sell |
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|
2024
Q2 | $126K | Sell |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $18.2K | Buy |
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|
2023
Q3 | $7.83K | Sell |
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|
2023
Q2 | $17.6K | Sell |
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|
2023
Q1 | $24.4K | Buy |
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|
2022
Q4 | $18.7K | Sell |
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|
2022
Q3 | $29K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $9K | Sell |
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|
2021
Q3 | $14K | Buy |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Buy |
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