JFS 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 | $27.7K | Sell |
277
-4
| -1% | -$400 | ﹤0.01% | 584 |
|
|
2025
Q1 | $29.6K | Buy |
281
+4
| +1% | +$421 | ﹤0.01% | 575 |
|
|
2024
Q4 | $21.8K | Buy |
277
+27
| +11% | +$2.13K | ﹤0.01% | 619 |
|
|
2024
Q3 | $18.6K | Buy |
250
+172
| +221% | +$12.8K | ﹤0.01% | 661 |
|
|
2024
Q2 | $7.3K | Hold |
78
| – | – | ﹤0.01% | 901 |
|
|
2024
Q1 | $8.16K | Hold |
78
| – | – | ﹤0.01% | 885 |
|
|
2023
Q4 | $7.06K | Buy |
78
+10
| +15% | +$905 | ﹤0.01% | 914 |
|
|
2023
Q3 | $5.54K | Buy |
68
+7
| +11% | +$571 | ﹤0.01% | 955 |
|
|
2023
Q2 | $4.23K | Buy |
61
+4
| +7% | +$277 | ﹤0.01% | 1078 |
|
|
2023
Q1 | $4.92K | Buy |
57
+7
| +14% | +$604 | ﹤0.01% | 995 |
|
|
2022
Q4 | $3.42K | Sell |
50
-82
| -62% | -$5.6K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $8K | Sell |
132
-26
| -16% | -$1.58K | ﹤0.01% | 817 |
|
|
2022
Q2 | $14K | Buy |
158
+17
| +12% | +$1.51K | ﹤0.01% | 672 |
|
|
2022
Q1 | $21K | Buy |
141
+68
| +93% | +$10.1K | ﹤0.01% | 597 |
|
|
2021
Q4 | $16K | Buy |
73
+5
| +7% | +$1.1K | ﹤0.01% | 612 |
|
|
2021
Q3 | $16K | Buy |
68
+36
| +113% | +$8.47K | ﹤0.01% | 578 |
|
|
2021
Q2 | $8K | Hold |
32
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $7K | Buy |
+32
| New | +$7K | ﹤0.01% | 448 |
|