Congress Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$357K	Buy	3,574 +29	+0.8%	+$2.9K	﹤0.01%	1014
2025 Q1	$373K	Buy	3,545 +747	+27%	+$78.7K	﹤0.01%	894
2024 Q4	$216K	Sell	2,798 -249	-8%	-$19.2K	﹤0.01%	841
2024 Q3	$227K	Buy	+3,047	New	+$227K	﹤0.01%	800