Kestra Private Wealth 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
$510K Sell
5,105
-293
-5% -$29.3K 0.01% 1022
2025
Q1
$568K Buy
+5,398
New +$568K 0.01% 896