EverSource Wealth Advisors’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
1,621
+893
| +123% | +$89.3K | 0.01% | 953 |
|
|
2025
Q1 | $76.6K | Buy |
728
+278
| +62% | +$29.3K | ﹤0.01% | 1018 |
|
|
2024
Q4 | $35.5K | Buy |
450
+26
| +6% | +$2.05K | ﹤0.01% | 1344 |
|
|
2024
Q3 | $31.5K | Sell |
424
-1,671
| -80% | -$124K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $197K | Buy |
2,095
+1,754
| +514% | +$165K | 0.01% | 565 |
|
|
2024
Q1 | $31.7K | Buy |
341
+142
| +71% | +$13.2K | ﹤0.01% | 1171 |
|
|
2023
Q4 | $18K | Sell |
199
-9
| -4% | -$815 | ﹤0.01% | 1281 |
|
|
2023
Q3 | $16.9K | Sell |
208
-343
| -62% | -$27.9K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $38.2K | Sell |
551
-31
| -5% | -$2.15K | ﹤0.01% | 938 |
|
|
2023
Q1 | $50.2K | Sell |
582
-39
| -6% | -$3.36K | 0.01% | 793 |
|
|
2022
Q4 | $42.4K | Buy |
+621
| New | +$42.4K | 0.01% | 821 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$3K | – | 2082 |
|
|
2022
Q2 | $3K | Buy |
36
+14
| +64% | +$1.17K | ﹤0.01% | 1417 |
|
|
2022
Q1 | $3K | Buy |
22
+7
| +47% | +$955 | ﹤0.01% | 1438 |
|
|
2021
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1445 |
|