Forum Financial Management’s Okta OKTA Stock Holding History

Forum Financial Management’s Portfolio OKTA Stock Details OKTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$524K	Buy
2025 Q2	$478K	Buy
2025 Q1	$328K	Sell
2024 Q4	$333K	Buy
2024 Q3	–	Sell
2024 Q2	$230K	Sell
2024 Q1	$259K	Sell
2023 Q4	$224K	Buy
2022 Q1	–	Sell
2021 Q4	$296K	Buy