Mission Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,166
| Closed | -$228K | – | 661 |
|
|
2025
Q1 | $228K | Sell |
2,166
-2,217
| -51% | -$233K | 0.01% | 582 |
|
|
2024
Q4 | $345K | Buy |
4,383
+375
| +9% | +$29.6K | 0.01% | 497 |
|
|
2024
Q3 | $298K | Buy |
4,008
+29
| +0.7% | +$2.16K | 0.01% | 525 |
|
|
2024
Q2 | $372K | Sell |
3,979
-16
| -0.4% | -$1.5K | 0.01% | 460 |
|
|
2024
Q1 | $418K | Buy |
3,995
+26
| +0.7% | +$2.72K | 0.01% | 451 |
|
|
2023
Q4 | $359K | Sell |
3,969
-2,009
| -34% | -$182K | 0.01% | 423 |
|
|
2023
Q3 | $487K | Buy |
5,978
+5
| +0.1% | +$408 | 0.02% | 329 |
|
|
2023
Q2 | $414K | Buy |
+5,973
| New | +$414K | 0.02% | 374 |
|