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Lloyd Advisory Services’s Okta OKTA Stock Holding History

Lloyd Advisory Services’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89K Buy
+24
New +$1.99K ﹤0.01% 674
2022
Q2 		– Sell
-479
Closed -$72K – 403
2022
Q1 		$72K Buy
479
+62
+15% +$11.1K 0.03% 191
2021
Q4 		$93K Buy
417
+80
+24% +$19.1K 0.04% 138
2021
Q3 		$80K Buy
337
+141
+72% +$35K 0.04% 134
2021
Q2 		$48K Buy
196
+64
+48% +$15.4K 0.02% 158
2021
Q1 		$29K Buy
132
+114
+633% +$28.6K 0.02% 187
2020
Q4 		$5K Sell
18
-1
-5% -$238 ﹤0.01% 252
2020
Q3 		$4K Buy
+19
New +$3.96K ﹤0.01% 247

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VPM
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VCM
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State Street
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First Trust Advisors
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Massachusetts Financial Services
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Allspring Global Investments
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Citadel Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return