GeoWealth 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 | $136K | Buy |
1,357
+375
| +38% | +$37.5K | 0.01% | 747 |
|
|
2025
Q1 | $103K | Sell |
982
-29
| -3% | -$3.05K | ﹤0.01% | 779 |
|
|
2024
Q4 | $79.7K | Buy |
1,011
+409
| +68% | +$32.2K | ﹤0.01% | 1029 |
|
|
2024
Q3 | $44.8K | Buy |
+602
| New | +$44.8K | ﹤0.01% | 1108 |
|
|
2023
Q2 | – | Sell |
-972
| Closed | -$84K | – | 463 |
|
|
2023
Q1 | $84K | Buy |
+972
| New | +$84K | 0.01% | 254 |
|