IFP 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
Q2 | $156K | Buy |
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|
2025
Q1 | $91K | Buy |
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|
2024
Q4 | $64.6K | Buy |
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|
2024
Q3 | $58.4K | Buy |
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|
2024
Q2 | $51.5K | Buy |
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|
2024
Q1 | $47.5K | Sell |
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|
2023
Q4 | $83.4K | Buy |
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|
2023
Q3 | $66.2K | Sell |
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|
2023
Q2 | $57.6K | Buy |
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|
2023
Q1 | $25.2K | Sell |
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|
2022
Q4 | $132K | Sell |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $141K | Hold |
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|
2022
Q1 | $141K | Sell |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $770K | Buy |
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|
2021
Q2 | $457K | Buy |
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|
2021
Q1 | $169K | Sell |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | $250K | Buy |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $133K | Buy |
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|
2019
Q3 | $107K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $151K | Sell |
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|
2018
Q3 | $225K | Buy |
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|
2018
Q2 | $123K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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