Capital Advisors Inc’s Okta OKTA Stock Holding History

Capital Advisors Inc’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 Q3	$225K	Sell
2025 Q2	$246K	Sell
2025 Q1	$260K	Buy
2020 Q3	–	Sell
2020 Q2	$355K	Buy