J.W. Cole 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 | $660K | Buy |
6,597
+1,952
| +42% | +$195K | 0.01% | 822 |
|
|
2025
Q1 | $489K | Buy |
4,645
+1,473
| +46% | +$155K | 0.02% | 776 |
|
|
2024
Q4 | $250K | Buy |
3,172
+299
| +10% | +$23.6K | 0.01% | 838 |
|
|
2024
Q3 | $214K | Buy |
+2,873
| New | +$214K | 0.01% | 884 |
|
|
2020
Q4 | – | Sell |
-1,480
| Closed | -$316K | – | 805 |
|
|
2020
Q3 | $316K | Buy |
+1,480
| New | +$316K | 0.02% | 527 |
|