CBIZ Investment Advisory Services’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.2K	Buy	22 +8	+57%	+$800	﹤0.01%	534
2025 Q1	$1.47K	Buy	+14	New	+$1.47K	﹤0.01%	507
2024 Q4	–	Sell	-17	Closed	-$1.26K	–	497
2024 Q3	$1.26K	Hold	17	–	–	﹤0.01%	364
2024 Q2	$1.59K	Buy	+17	New	+$1.59K	﹤0.01%	342