Kingsview Wealth Management’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 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $386K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $366K | Sell |
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|
2020
Q2 | $614K | Buy |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $211K | Buy |
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