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Cedar Wealth Management’s Okta OKTA Stock Holding History

Cedar Wealth Management’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
Q1 		– Sell
-32
Closed -$2.52K – 202
2024
Q4 		$2.52K Sell
32
-560
-95% -$43.4K ﹤0.01% 169
2024
Q3 		$44K Hold
592
– – 0.01% 156
2024
Q2 		$55.4K Sell
592
-6
-1% -$568 0.02% 156
2024
Q1 		$62.6K Buy
598
+10
+2% +$922 0.02% 156
2023
Q4 		$53.2K Buy
588
+104
+21% +$7.93K 0.02% 155
2023
Q3 		$39.5K Buy
484
+17
+4% +$1.29K 0.02% 168
2023
Q2 		$32.4K Buy
467
+92
+25% +$6.99K 0.01% 185
2023
Q1 		$32.3K Buy
375
+124
+49% +$9.44K 0.01% 183
2022
Q4 		$17.2K Hold
251
– – 0.01% 203
2022
Q3 		$14K Hold
251
– – 0.01% 234
2022
Q2 		$23K Buy
251
+39
+18% +$4.21K 0.01% 217
2022
Q1 		$32K Buy
212
+6
+3% +$1.07K 0.01% 215
2021
Q4 		$46K Buy
+206
New +$49.1K 0.02% 185

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State Street
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American Century Companies
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UBS AM
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WRCM
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