Atria Wealth Solutions’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
2,557
-277
| -10% | -$27.6K | 0.01% | 1243 |
|
|
2025
Q1 | $298K | Sell |
2,834
-158
| -5% | -$16.6K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $236K | Sell |
2,992
-4,964
| -62% | -$391K | ﹤0.01% | 1683 |
|
|
2024
Q3 | $591K | Sell |
7,956
-3,521
| -31% | -$262K | 0.01% | 1149 |
|
|
2024
Q2 | $1.07M | Buy |
11,477
+4,932
| +75% | +$462K | 0.01% | 859 |
|
|
2024
Q1 | $685K | Buy |
6,545
+965
| +17% | +$101K | 0.01% | 1092 |
|
|
2023
Q4 | $505K | Buy |
5,580
+3,116
| +126% | +$282K | 0.01% | 1194 |
|
|
2023
Q3 | $201K | Buy |
+2,464
| New | +$201K | ﹤0.01% | 1692 |
|
|
2023
Q2 | – | Sell |
-3,094
| Closed | -$267K | – | 1942 |
|
|
2023
Q1 | $267K | Sell |
3,094
-37
| -1% | -$3.19K | ﹤0.01% | 1479 |
|
|
2022
Q4 | $214K | Buy |
+3,131
| New | +$214K | ﹤0.01% | 1563 |
|
|
2022
Q3 | – | Sell |
-3,183
| Closed | -$288K | – | 1800 |
|
|
2022
Q2 | $288K | Buy |
3,183
+1,226
| +63% | +$111K | 0.01% | 1208 |
|
|
2022
Q1 | $295K | Buy |
+1,957
| New | +$295K | ﹤0.01% | 1325 |
|