Future Financial Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
50
-300
| -86% | -$30K | ﹤0.01% | 404 |
|
|
2025
Q1 | $36.8K | Hold |
350
| – | – | 0.03% | 266 |
|
|
2024
Q4 | $27.6K | Hold |
350
| – | – | 0.02% | 293 |
|
|
2024
Q3 | $26K | Buy |
+350
| New | +$26K | 0.02% | 309 |
|
|
2024
Q2 | – | Sell |
-600
| Closed | -$62.8K | – | 340 |
|
|
2024
Q1 | $62.8K | Buy |
+600
| New | +$62.8K | 0.05% | 232 |
|
|
2022
Q2 | – | Sell |
-501
| Closed | -$76K | – | 375 |
|
|
2022
Q1 | $76K | Buy |
501
+201
| +67% | +$30.5K | 0.06% | 219 |
|
|
2021
Q4 | $67K | Buy |
+300
| New | +$67K | 0.05% | 241 |
|