Lido 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 | $1.47M | Buy |
+14,681
| New | +$1.47M | 0.01% | 634 |
|
|
2022
Q1 | – | Sell |
-988
| Closed | -$221K | – | 942 |
|
|
2021
Q4 | $221K | Sell |
988
-82
| -8% | -$18.3K | ﹤0.01% | 817 |
|
|
2021
Q3 | $253K | Buy |
+1,070
| New | +$253K | ﹤0.01% | 709 |
|
|
2021
Q1 | – | Sell |
-901
| Closed | -$229K | – | 772 |
|
|
2020
Q4 | $229K | Buy |
+901
| New | +$229K | ﹤0.01% | 629 |
|