Larson Financial Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Sell |
570
-137
| -19% | -$13.7K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $74.4K | Buy |
707
+689
| +3,828% | +$72.5K | ﹤0.01% | 874 |
|
|
2024
Q4 | $1.42K | Sell |
18
-14
| -44% | -$1.1K | ﹤0.01% | 1943 |
|
|
2024
Q3 | $2.38K | Buy |
32
+19
| +146% | +$1.41K | ﹤0.01% | 1812 |
|
|
2024
Q2 | $1.22K | Buy |
13
+12
| +1,200% | +$1.12K | ﹤0.01% | 1664 |
|
|
2024
Q1 | $105 | Hold |
1
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q4 | $91 | Buy |
+1
| New | +$91 | ﹤0.01% | 1717 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.09K | – | 1583 |
|
|
2022
Q4 | $1.09K | Hold |
16
| – | – | ﹤0.01% | 1280 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1125 |
|
|
2022
Q1 | $2K | Sell |
16
-4
| -20% | -$500 | ﹤0.01% | 925 |
|
|
2021
Q4 | $4K | Buy |
20
+4
| +25% | +$800 | ﹤0.01% | 860 |
|
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 723 |
|
|
2021
Q2 | $4K | Sell |
16
-85
| -84% | -$21.3K | ﹤0.01% | 655 |
|
|
2021
Q1 | $22K | Hold |
101
| – | – | 0.01% | 394 |
|
|
2020
Q4 | $26K | Hold |
101
| – | – | 0.01% | 319 |
|
|
2020
Q3 | $22K | Hold |
101
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $20K | Buy |
+101
| New | +$20K | 0.01% | 285 |
|