NewEdge Wealth’s Okta OKTA Stock Holding History

NewEdge Wealth’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
2025 Q3	$10.3M	Sell
2025 Q2	$15M	Sell
2025 Q1	$19M	Sell
2024 Q4	$22M	Sell
2024 Q3	$21M	Buy
2024 Q2	$20.6M	Buy
2024 Q1	$16.8M	Sell
2023 Q4	$16.5M	Buy
2023 Q3	$13.5M	Buy
2023 Q2	$9.74M	Buy