Jones Financial Companies’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$429K Buy
2025
Q2
$351K Buy
2025
Q1
$289K Buy
2024
Q4
$146K Buy
2024
Q3
$63.8K Buy
2024
Q2
$52K Buy
2024
Q1
$16.9K Buy