Kestra Advisory Services’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 | $1.04M | Buy |
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|
2025
Q1 | $951K | Buy |
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|
2024
Q4 | $675K | Sell |
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|
2024
Q3 | $714K | Sell |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $924K | Buy |
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|
2023
Q4 | $705K | Buy |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $453K | Buy |
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|
2023
Q1 | $516K | Sell |
|
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $2.03M | Sell |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $2.7M | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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|
2020
Q3 | $1.55M | Buy |
|