Global Financial Private Client’s Okta OKTA Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-23	Closed	-$2.42K	–	1167
2025 Q1	$2.42K	Buy	23 +17	+283%	+$1.66K	﹤0.01%	819
2024 Q4	$473	Buy	+6	New	+$465	﹤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	+$238	﹤0.01%	552

Other funds holding OKTA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Global Financial Private Client's OKTA Position: Q2 2025 in Review

Global Financial Private Client sold out of Okta (OKTA) in Q2 2025, closing a stake of 23 shares — an estimated $2.42K sold.

Global Financial Private Client first reported a position in OKTA in Q4 2020 and held it in 14 quarters. The position peaked at $2.42K in Q1 2025. 750 funds tracked by Wall St. Rank hold OKTA as of Q2 2025.

Global Financial Private Client reported no remaining Okta position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 23 Okta shares in Q2 2025, an estimated $2.42K.
Global Financial Private Client first reported a position in Okta in Q4 2020 and held it in 14 quarters.
Global Financial Private Client's Okta position peaked at $2.42K in Q1 2025.
750 funds tracked by Wall St. Rank held Okta as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.