Beacon Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.4K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $830K | Sell |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.77M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $872K | Buy |
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|
2020
Q3 | $220K | Buy |
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