Golden State 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	$85.8K	Buy	858 +535	+166%	+$53.5K	0.01%	523
2025 Q1	$34K	Buy	323 +22	+7%	+$2.32K	0.01%	679
2024 Q4	$23.7K	Buy	+301	New	+$23.7K	﹤0.01%	731
2019 Q2	–	Sell	-350	Closed	-$29K	–	1122
2019 Q1	$29K	Buy	+350	New	+$29K	0.01%	552