Avantax Advisory Services’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 | $673K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $548K | Buy |
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|
2024
Q1 | $457K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $407K | Buy |
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|
2021
Q4 | $435K | Sell |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $491K | Sell |
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|
2021
Q1 | $463K | Sell |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $331K | Sell |
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|
2020
Q1 | $214K | Sell |
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|
2019
Q4 | $284K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $203K | Buy |
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