Focus Partners Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
117,975
+3,495
| +3% | +$349K | 0.03% | 462 |
|
|
2025
Q1 | $12M | Buy |
114,480
+3,857
| +3% | +$406K | 0.03% | 436 |
|
|
2024
Q4 | $8.72M | Buy |
110,623
+17,273
| +19% | +$1.36M | 0.02% | 492 |
|
|
2024
Q3 | $6.94M | Buy |
93,350
+68,836
| +281% | +$5.12M | 0.02% | 480 |
|
|
2024
Q2 | $2.35M | Buy |
24,514
+12,380
| +102% | +$1.19M | 0.01% | 626 |
|
|
2024
Q1 | $1.27M | Buy |
+12,134
| New | +$1.27M | 0.01% | 566 |
|