JFS Wealth 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 | $27.7K | Sell |
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|
2025
Q1 | $29.6K | Buy |
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|
2024
Q4 | $21.8K | Buy |
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|
2024
Q3 | $18.6K | Buy |
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|
2024
Q2 | $7.3K | Hold |
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|
2024
Q1 | $8.16K | Hold |
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|
2023
Q4 | $7.06K | Buy |
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|
2023
Q3 | $5.54K | Buy |
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|
2023
Q2 | $4.23K | Buy |
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|
2023
Q1 | $4.92K | Buy |
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|
2022
Q4 | $3.42K | Sell |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $16K | Buy |
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|
2021
Q3 | $16K | Buy |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Buy |
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