Jones Financial Companies’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
3,565
+892
| +33% | +$87.8K | ﹤0.01% | 1424 |
|
|
2025
Q1 | $289K | Buy |
2,673
+826
| +45% | +$89.2K | ﹤0.01% | 1347 |
|
|
2024
Q4 | $146K | Buy |
1,847
+985
| +114% | +$77.6K | ﹤0.01% | 1488 |
|
|
2024
Q3 | $63.8K | Buy |
862
+306
| +55% | +$22.6K | ﹤0.01% | 1555 |
|
|
2024
Q2 | $52K | Buy |
556
+394
| +243% | +$36.9K | ﹤0.01% | 1245 |
|
|
2024
Q1 | $16.9K | Buy |
+162
| New | +$16.9K | ﹤0.01% | 941 |
|