CreativeOne Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,601
-2,282
| -47% | -$228K | 0.01% | 974 |
|
|
2025
Q1 | $514K | Buy |
+4,883
| New | +$514K | 0.02% | 677 |
|
|
2022
Q1 | – | Sell |
-1,508
| Closed | -$338K | – | 791 |
|
|
2021
Q4 | $338K | Buy |
1,508
+215
| +17% | +$48.2K | 0.02% | 565 |
|
|
2021
Q3 | $307K | Hold |
1,293
| – | – | 0.02% | 546 |
|
|
2021
Q2 | $316K | Hold |
1,293
| – | – | 0.02% | 521 |
|
|
2021
Q1 | $285K | Sell |
1,293
-743
| -36% | -$164K | 0.02% | 459 |
|
|
2020
Q4 | $518K | Buy |
+2,036
| New | +$518K | 0.04% | 282 |
|