BOK Financial Private Wealth’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-100	Closed	-$7.43K	–	680
2024 Q3	$7.43K	Buy	+100	New	+$7.43K	﹤0.01%	413
2023 Q2	–	Sell	-50	Closed	-$4.31K	–	427
2023 Q1	$4.31K	Buy	+50	New	+$4.31K	﹤0.01%	372