Opes Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $276K | Hold |
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|
2025
Q2 | $301K | Sell |
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|
2025
Q1 | $328K | Buy |
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|
2024
Q4 | $241K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $290K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $245K | Hold |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $260K | Hold |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $460K | Hold |
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|
2021
Q3 | $487K | Hold |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $452K | Hold |
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|
2020
Q4 | $521K | Hold |
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|
2020
Q3 | $438K | Hold |
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|
2020
Q2 | $410K | Buy |
|