Global Financial Private Client’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$2.42K Buy
2024
Q4
$473 Buy
2023
Q4
Sell
2023
Q3
$81 Hold
2023
Q2
$69 Hold
2023
Q1
$83 Hold
2022
Q4
$68 Hold
2022
Q3
$58 Hold
2022
Q2
$96 Hold
2022
Q1
$149 Hold
2021
Q4
$224 Hold
2021
Q3
$238 Hold
2021
Q2
$241 Hold
2021
Q1
$230 Hold
2020
Q4
$254 Buy