Financial Advocates Investment Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,064
Closed -$228K 773
2024
Q3
$228K Buy
+3,064
New +$228K 0.01% 682
2021
Q2
Sell
-1,630
Closed -$359K 790
2021
Q1
$359K Buy
+1,630
New +$359K 0.03% 546