Capital Advisors Inc’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$246K	Sell	2,463 -13	-0.5%	-$1.3K	﹤0.01%	284
2025 Q1	$260K	Buy	+2,476	New	+$260K	0.01%	272
2020 Q3	–	Sell	-1,635	Closed	-$355K	–	206
2020 Q2	$355K	Buy	+1,635	New	+$355K	0.01%	143