LMG Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Buy |
23,280
+57
| +0.2% | +$5.7K | 0.48% | 62 |
|
|
2025
Q1 | $2.44M | Buy |
23,223
+716
| +3% | +$75.3K | 0.54% | 56 |
|
|
2024
Q4 | $1.77M | Buy |
22,507
+2,974
| +15% | +$234K | 0.39% | 68 |
|
|
2024
Q3 | $1.45M | Buy |
19,533
+7,378
| +61% | +$548K | 0.33% | 75 |
|
|
2024
Q2 | $1.14M | Buy |
12,155
+1,364
| +13% | +$128K | 0.28% | 76 |
|
|
2024
Q1 | $1.13M | Buy |
+10,791
| New | +$1.13M | 0.28% | 79 |
|