LBWM
Left Brain Wealth Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,683
| Closed | -$3.44M | – | 109 |
|
|
2025
Q1 | $3.44M | Sell |
32,683
-6,027
| -16% | -$634K | 1.5% | 26 |
|
|
2024
Q4 | $3.05M | Sell |
38,710
-1,355
| -3% | -$107K | 1.15% | 32 |
|
|
2024
Q3 | $2.98M | Sell |
40,065
-238
| -0.6% | -$17.7K | 1.39% | 28 |
|
|
2024
Q2 | $3.77M | Buy |
40,303
+970
| +2% | +$90.8K | 1.76% | 24 |
|
|
2024
Q1 | $4.12M | Buy |
+39,333
| New | +$4.12M | 1.99% | 20 |
|