Envestnet Portfolio Solutions’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.58M Buy
65,844
+63,669
+2,927% +$6.36M 0.02% 297
2025
Q1
$229K Buy
+2,175
New +$229K ﹤0.01% 1426