Farther Finance Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
3,462
+1,234
| +55% | +$123K | 0.01% | 1104 |
|
|
2025
Q1 | $233K | Buy |
2,228
+1,647
| +283% | +$172K | 0.01% | 1167 |
|
|
2024
Q4 | $45.8K | Sell |
581
-21
| -3% | -$1.66K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $44.7K | Buy |
602
+5
| +0.8% | +$372 | ﹤0.01% | 1707 |
|
|
2024
Q2 | $56.5K | Buy |
597
+45
| +8% | +$4.26K | ﹤0.01% | 1366 |
|
|
2024
Q1 | $57.1K | Buy |
552
+23
| +4% | +$2.38K | ﹤0.01% | 1138 |
|
|
2023
Q4 | $47.9K | Buy |
529
+345
| +188% | +$31.2K | ﹤0.01% | 1051 |
|
|
2023
Q3 | $15K | Buy |
184
+110
| +149% | +$8.96K | ﹤0.01% | 1164 |
|
|
2023
Q2 | $5.13K | Sell |
74
-31
| -30% | -$2.15K | ﹤0.01% | 1424 |
|
|
2023
Q1 | $9.06K | Sell |
105
-81
| -44% | -$6.99K | ﹤0.01% | 1149 |
|
|
2022
Q4 | $12.7K | Buy |
+186
| New | +$12.7K | ﹤0.01% | 869 |
|