Nations Financial Group’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,000	Closed	-$1.03M	–	635
2023 Q1	$1.03M	Hold	12,000	–	–	0.11%	220
2022 Q4	$820K	Hold	12,000	–	–	0.09%	253
2022 Q3	$682K	Buy	+12,000	New	+$682K	0.1%	225