Kestra Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
10,414
+1,372
| +15% | +$137K | 0.01% | 1450 |
|
|
2025
Q1 | $951K | Buy |
9,042
+470
| +5% | +$49.5K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $675K | Sell |
8,572
-1,027
| -11% | -$80.9K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $714K | Sell |
9,599
-686
| -7% | -$51K | ﹤0.01% | 1529 |
|
|
2024
Q2 | $905K | Buy |
10,285
+1,457
| +17% | +$128K | 0.01% | 1376 |
|
|
2024
Q1 | $924K | Buy |
8,828
+1,045
| +13% | +$109K | 0.01% | 1290 |
|
|
2023
Q4 | $705K | Buy |
7,783
+565
| +8% | +$51.1K | 0.01% | 1320 |
|
|
2023
Q3 | $588K | Buy |
7,218
+681
| +10% | +$55.5K | 0.01% | 1276 |
|
|
2023
Q2 | $453K | Buy |
6,537
+553
| +9% | +$38.4K | ﹤0.01% | 1375 |
|
|
2023
Q1 | $516K | Sell |
5,984
-37
| -0.6% | -$3.19K | 0.01% | 1260 |
|
|
2022
Q4 | $411K | Sell |
6,021
-24
| -0.4% | -$1.64K | ﹤0.01% | 1525 |
|
|
2022
Q3 | $344K | Buy |
6,045
+712
| +13% | +$40.5K | ﹤0.01% | 1529 |
|
|
2022
Q2 | $482K | Sell |
5,333
-3,659
| -41% | -$331K | 0.01% | 1352 |
|
|
2022
Q1 | $1.36M | Sell |
8,992
-46
| -0.5% | -$6.94K | 0.01% | 824 |
|
|
2021
Q4 | $2.03M | Sell |
9,038
-799
| -8% | -$179K | 0.02% | 677 |
|
|
2021
Q3 | $2.34M | Sell |
9,837
-1,214
| -11% | -$288K | 0.02% | 650 |
|
|
2021
Q2 | $2.7M | Sell |
11,051
-869
| -7% | -$213K | 0.03% | 542 |
|
|
2021
Q1 | $2.63M | Buy |
11,920
+1,471
| +14% | +$324K | 0.03% | 511 |
|
|
2020
Q4 | $2.72M | Buy |
10,449
+10,346
| +10,045% | +$2.7M | 0.03% | 497 |
|
|
2020
Q3 | $1.55M | Buy |
+103
| New | +$1.55M | 0.03% | 493 |
|