Kingswood Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Sell |
2,070
-323
| -13% | -$32.3K | 0.02% | 697 |
|
|
2025
Q1 | $252K | Buy |
+2,393
| New | +$252K | 0.02% | 608 |
|
|
2024
Q3 | – | Sell |
-2,624
| Closed | -$246K | – | 729 |
|
|
2024
Q2 | $246K | Buy |
2,624
+298
| +13% | +$27.9K | 0.02% | 581 |
|
|
2024
Q1 | $243K | Sell |
2,326
-867
| -27% | -$90.7K | 0.03% | 541 |
|
|
2023
Q4 | $289K | Buy |
3,193
+463
| +17% | +$41.9K | 0.03% | 484 |
|
|
2023
Q3 | $223K | Buy |
+2,730
| New | +$223K | 0.04% | 370 |
|