Prevail Innovative Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$918K	Buy	+9,184	New	+$918K	0.21%	138
2025 Q1	–	Sell	-45,984	Closed	-$3.62M	–	191
2024 Q4	$3.62M	Buy	+45,984	New	+$3.62M	1.05%	29