Darwin 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 | $599 | Hold |
6
| – | – | ﹤0.01% | 549 |
|
|
2025
Q1 | $472 | Hold |
6
| – | – | ﹤0.01% | 585 |
|
|
2024
Q4 | $472 | Hold |
6
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $446 | Buy |
+6
| New | +$446 | ﹤0.01% | 597 |
|
|
2020
Q4 | – | Sell |
-13,529
| Closed | -$2.89M | – | 175 |
|
|
2020
Q3 | $2.89M | Sell |
13,529
-724
| -5% | -$155K | 0.63% | 50 |
|
|
2020
Q2 | $2.85M | Buy |
14,253
+14,003
| +5,601% | +$2.8M | 0.73% | 51 |
|
|
2020
Q1 | $30K | Buy |
+250
| New | +$30K | 0.01% | 303 |
|