Inspirion Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
3,010
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $317K | Sell |
3,010
-5
| -0.2% | -$526 | 0.04% | 119 |
|
|
2024
Q4 | $255K | Hold |
3,015
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $224K | Hold |
3,015
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $282K | Hold |
3,015
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $315K | Hold |
3,015
| – | – | 0.05% | 116 |
|
|
2023
Q4 | $262K | Sell |
3,015
-375
| -11% | -$32.6K | 0.05% | 119 |
|
|
2023
Q3 | $276K | Hold |
3,390
| – | – | 0.05% | 114 |
|
|
2023
Q2 | $235K | Buy |
3,390
+1,015
| +43% | +$70.4K | 0.05% | 129 |
|
|
2023
Q1 | $205K | Buy |
+2,375
| New | +$205K | 0.04% | 134 |
|
|
2019
Q3 | – | Sell |
-10,300
| Closed | -$1.27M | – | 79 |
|
|
2019
Q2 | $1.27M | Hold |
10,300
| – | – | 0.55% | 23 |
|
|
2019
Q1 | $852K | Hold |
10,300
| – | – | 0.38% | 28 |
|
|
2018
Q4 | $657K | Hold |
10,300
| – | – | 0.33% | 31 |
|
|
2018
Q3 | $725K | Hold |
10,300
| – | – | 0.31% | 30 |
|
|
2018
Q2 | $519K | Buy |
+10,300
| New | +$519K | 0.24% | 39 |
|