EverSource Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
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|
2025
Q1 | $76.6K | Buy |
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|
2024
Q4 | $35.5K | Buy |
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|
2024
Q3 | $31.5K | Sell |
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|
2024
Q2 | $197K | Buy |
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|
2024
Q1 | $31.7K | Buy |
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|
2023
Q4 | $18K | Sell |
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|
2023
Q3 | $16.9K | Sell |
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|
2023
Q2 | $38.2K | Sell |
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|
2023
Q1 | $50.2K | Sell |
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|
2022
Q4 | $42.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $3K | Buy |
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