Beacon Pointe Advisors’s Okta OKTA Stock Holding History

Beacon Pointe Advisors’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.5M	Buy
2025 Q1	$7.33M	Buy
2024 Q4	$4.64M	Buy
2024 Q3	$3.03M	Buy
2024 Q2	$3.58M	Sell
2024 Q1	$6.49M	Buy
2023 Q4	$5.55M	Buy
2023 Q3	$2.77M	Buy