Integrated Wealth Concepts’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
6,288
+4,146
| +194% | +$414K | 0.01% | 1150 |
|
|
2025
Q1 | $225K | Buy |
+2,142
| New | +$225K | ﹤0.01% | 1564 |
|
|
2024
Q4 | – | Sell |
-3,597
| Closed | -$267K | – | 1763 |
|
|
2024
Q3 | $267K | Sell |
3,597
-101
| -3% | -$7.51K | ﹤0.01% | 1416 |
|
|
2024
Q2 | $346K | Buy |
3,698
+76
| +2% | +$7.11K | ﹤0.01% | 1239 |
|
|
2024
Q1 | $379K | Buy |
3,622
+323
| +10% | +$33.8K | 0.01% | 1186 |
|
|
2023
Q4 | $299K | Buy |
3,299
+11
| +0.3% | +$996 | ﹤0.01% | 1272 |
|
|
2023
Q3 | $268K | Sell |
3,288
-18
| -0.5% | -$1.47K | ﹤0.01% | 1282 |
|
|
2023
Q2 | $229K | Buy |
3,306
+99
| +3% | +$6.87K | ﹤0.01% | 1352 |
|
|
2023
Q1 | $277K | Buy |
+3,207
| New | +$277K | 0.01% | 1091 |
|