CreativeOne Wealth’s Okta OKTA Stock Holding History

CreativeOne Wealth’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 Q2	$260K	Sell
2025 Q1	$514K	Buy
2022 Q1	–	Sell
2021 Q4	$338K	Buy
2021 Q3	$307K	Hold
2021 Q2	$316K	Hold
2021 Q1	$285K	Sell
2020 Q4	$518K	Buy