Alta 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 | – | Sell |
-5,071
| Closed | -$534K | – | 137 |
|
|
2025
Q1 | $534K | Buy |
5,071
+41
| +0.8% | +$4.31K | 0.24% | 75 |
|
|
2024
Q4 | $396K | Buy |
5,030
+2,025
| +67% | +$160K | 0.17% | 102 |
|
|
2024
Q3 | $223K | Buy |
+3,005
| New | +$223K | 0.1% | 122 |
|
|
2022
Q1 | – | Sell |
-3,215
| Closed | -$721K | – | 152 |
|
|
2021
Q4 | $721K | Hold |
3,215
| – | – | 0.44% | 70 |
|
|
2021
Q3 | $763K | Buy |
3,215
+149
| +5% | +$35.4K | 0.55% | 62 |
|
|
2021
Q2 | $750K | Buy |
3,066
+691
| +29% | +$169K | 0.55% | 65 |
|
|
2021
Q1 | $524K | Buy |
2,375
+115
| +5% | +$25.4K | 0.44% | 86 |
|
|
2020
Q4 | $575K | Buy |
+2,260
| New | +$575K | 0.48% | 73 |
|