Private Wealth Management Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3K | Buy |
93
+10
| +12% | +$1K | ﹤0.01% | 516 |
|
|
2025
Q1 | $8.73K | Buy |
83
+18
| +28% | +$1.89K | ﹤0.01% | 514 |
|
|
2024
Q4 | $5.12K | Buy |
65
+29
| +81% | +$2.29K | ﹤0.01% | 732 |
|
|
2024
Q3 | $2.68K | Sell |
36
-52
| -59% | -$3.87K | ﹤0.01% | 963 |
|
|
2024
Q2 | $8.24K | Buy |
88
+28
| +47% | +$2.62K | ﹤0.01% | 502 |
|
|
2024
Q1 | $6.28K | Hold |
60
| – | – | ﹤0.01% | 552 |
|
|
2023
Q4 | $5.43K | Buy |
+60
| New | +$5.43K | ﹤0.01% | 601 |
|