Financial Perspectives’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Hold |
147
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $15.5K | Sell |
147
-4
| -3% | -$421 | 0.01% | 441 |
|
|
2024
Q4 | $11.9K | Hold |
151
| – | – | ﹤0.01% | 486 |
|
|
2024
Q3 | $11.2K | Hold |
151
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $14.1K | Hold |
151
| – | – | 0.01% | 428 |
|
|
2024
Q1 | $15.8K | Hold |
151
| – | – | 0.01% | 406 |
|
|
2023
Q4 | $13.7K | Hold |
151
| – | – | 0.01% | 429 |
|
|
2023
Q3 | $12.3K | Hold |
151
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $10.5K | Hold |
151
| – | – | ﹤0.01% | 444 |
|
|
2023
Q1 | $13K | Hold |
151
| – | – | 0.01% | 416 |
|
|
2022
Q4 | $10.3K | Buy |
151
+147
| +3,675% | +$10K | 0.01% | 440 |
|
|
2022
Q3 | $227 | Hold |
4
| – | – | ﹤0.01% | 673 |
|
|
2022
Q2 | $362 | Hold |
4
| – | – | ﹤0.01% | 662 |
|
|
2022
Q1 | $604 | Hold |
4
| – | – | ﹤0.01% | 655 |
|
|
2021
Q4 | $897 | Hold |
4
| – | – | ﹤0.01% | 610 |
|
|
2021
Q3 | $949 | Buy |
+4
| New | +$949 | ﹤0.01% | 618 |
|