Pinnacle 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 | $1.32M | Buy |
13,216
+5,190
| +65% | +$519K | 1.1% | 34 |
|
|
2025
Q1 | $844K | Buy |
+8,026
| New | +$844K | 0.95% | 17 |
|
|
2022
Q4 | – | Sell |
-13,410
| Closed | -$763K | – | 56 |
|
|
2022
Q3 | $763K | Buy |
13,410
+672
| +5% | +$38.2K | 0.93% | 41 |
|
|
2022
Q2 | $1.15M | Buy |
12,738
+1,306
| +11% | +$118K | 1.62% | 35 |
|
|
2022
Q1 | $1.73M | Buy |
+11,432
| New | +$1.73M | 2.02% | 34 |
|