HHM Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Hold |
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|
2025
Q2 | $125K | Hold |
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|
2025
Q1 | $132K | Sell |
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|
2024
Q4 | $98.6K | Buy |
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|
2024
Q3 | $92.9K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $113K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $86.7K | Hold |
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|
2023
Q1 | $108K | Hold |
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|
2022
Q4 | $85.4K | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $124K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $356K | Hold |
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|
2020
Q3 | $299K | Hold |
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|
2020
Q2 | $280K | Hold |
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|
2020
Q1 | $171K | Buy |
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