GPS Wealth Strategies Group’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$143K Sell
1,428
-56
-4% -$5.6K 0.02% 384
2025
Q1
$156K Buy
1,484
+100
+7% +$10.5K 0.02% 354
2024
Q4
$109K Buy
1,384
+870
+169% +$68.6K 0.01% 408
2024
Q3
$38.2K Hold
514
0.01% 645
2024
Q2
$48.1K Sell
514
-94
-15% -$8.8K 0.01% 550
2024
Q1
$63.6K Sell
608
-72
-11% -$7.53K 0.01% 462
2023
Q4
$61.6K Sell
680
-76
-10% -$6.88K 0.01% 451
2023
Q3
$61.6K Buy
756
+71
+10% +$5.79K 0.01% 437
2023
Q2
$47.5K Buy
685
+228
+50% +$15.8K 0.01% 501
2023
Q1
$39.4K Buy
+457
New +$39.4K 0.01% 528
2022
Q4
Sell
-127
Closed -$7K 775
2022
Q3
$7K Sell
127
-20
-14% -$1.1K ﹤0.01% 837
2022
Q2
$13K Sell
147
-63
-30% -$5.57K ﹤0.01% 716
2022
Q1
$32K Sell
210
-203
-49% -$30.9K 0.01% 506
2021
Q4
$93K Sell
413
-59
-13% -$13.3K 0.02% 310
2021
Q3
$112K Hold
472
0.03% 268
2021
Q2
$115K Buy
472
+65
+16% +$15.8K 0.03% 277
2021
Q1
$89K Buy
+407
New +$89K 0.03% 292