Principia Wealth Advisory’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.1K Buy
11
+3
+38% +$300 ﹤0.01% 536
2025
Q1
$814 Hold
8
﹤0.01% 443
2024
Q4
$630 Buy
+8
New +$630 ﹤0.01% 480