Bay Harbor Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$699	Buy	7 +3	+75%	+$300	﹤0.01%	542
2025 Q1	$420	Buy	+4	New	+$420	﹤0.01%	467
2020 Q4	–	Sell	-5	Closed	-$1K	–	449
2020 Q3	$1K	Buy	+5	New	+$1K	﹤0.01%	353