Cornerstone Planning Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576 | Sell |
6
-4
| -40% | -$384 | ﹤0.01% | 1255 |
|
|
2025
Q1 | $983 | Buy |
10
+7
| +233% | +$688 | ﹤0.01% | 1135 |
|
|
2024
Q4 | $273 | Hold |
3
| – | – | ﹤0.01% | 1300 |
|
|
2024
Q3 | $221 | Hold |
3
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q2 | $249 | Hold |
3
| – | – | ﹤0.01% | 1168 |
|
|
2024
Q1 | $290 | Hold |
3
| – | – | ﹤0.01% | 995 |
|
|
2023
Q4 | $272 | Hold |
3
| – | – | ﹤0.01% | 837 |
|
|
2023
Q3 | $245 | Buy |
+3
| New | +$245 | ﹤0.01% | 998 |
|