Global Financial Private Client’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23
| Closed | -$2.42K | – | 1168 |
|
|
2025
Q1 | $2.42K | Buy |
23
+17
| +283% | +$1.79K | ﹤0.01% | 819 |
|
|
2024
Q4 | $473 | Buy |
+6
| New | +$473 | ﹤0.01% | 956 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$81 | – | 699 |
|
|
2023
Q3 | $81 | Hold |
1
| – | – | ﹤0.01% | 675 |
|
|
2023
Q2 | $69 | Hold |
1
| – | – | ﹤0.01% | 667 |
|
|
2023
Q1 | $83 | Hold |
1
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $68 | Hold |
1
| – | – | ﹤0.01% | 676 |
|
|
2022
Q3 | $58 | Hold |
1
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $96 | Hold |
1
| – | – | ﹤0.01% | 649 |
|
|
2022
Q1 | $149 | Hold |
1
| – | – | ﹤0.01% | 645 |
|
|
2021
Q4 | $224 | Hold |
1
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $238 | Hold |
1
| – | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $241 | Hold |
1
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $230 | Hold |
1
| – | – | ﹤0.01% | 567 |
|
|
2020
Q4 | $254 | Buy |
+1
| New | +$254 | ﹤0.01% | 552 |
|