Prospera Financial Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
18,869
+8,346
| +79% | +$834K | 0.04% | 483 |
|
|
2025
Q1 | $1.11M | Sell |
10,523
-20
| -0.2% | -$2.1K | 0.03% | 538 |
|
|
2024
Q4 | $831K | Sell |
10,543
-842
| -7% | -$66.3K | 0.02% | 596 |
|
|
2024
Q3 | $846K | Sell |
11,385
-79
| -0.7% | -$5.87K | 0.02% | 545 |
|
|
2024
Q2 | $1.07M | Sell |
11,464
-1,914
| -14% | -$179K | 0.03% | 485 |
|
|
2024
Q1 | $1.4M | Sell |
13,378
-692
| -5% | -$72.4K | 0.04% | 411 |
|
|
2023
Q4 | $1.27M | Buy |
14,070
+353
| +3% | +$32K | 0.04% | 411 |
|
|
2023
Q3 | $1.12M | Buy |
13,717
+73
| +0.5% | +$5.95K | 0.04% | 400 |
|
|
2023
Q2 | $946K | Buy |
13,644
+908
| +7% | +$63K | 0.04% | 432 |
|
|
2023
Q1 | $1.1M | Sell |
12,736
-463
| -4% | -$39.9K | 0.05% | 394 |
|
|
2022
Q4 | $902K | Buy |
13,199
+2,627
| +25% | +$180K | 0.05% | 380 |
|
|
2022
Q3 | $601K | Buy |
10,572
+1,351
| +15% | +$76.8K | 0.03% | 480 |
|
|
2022
Q2 | $834K | Buy |
9,221
+1,640
| +22% | +$148K | 0.04% | 405 |
|
|
2022
Q1 | $1.14M | Buy |
7,581
+2,019
| +36% | +$305K | 0.05% | 398 |
|
|
2021
Q4 | $1.25M | Buy |
5,562
+214
| +4% | +$48K | 0.05% | 356 |
|
|
2021
Q3 | $1.27M | Sell |
5,348
-381
| -7% | -$90.4K | 0.06% | 326 |
|
|
2021
Q2 | $1.4M | Sell |
5,729
-9,663
| -63% | -$2.36M | 0.07% | 317 |
|
|
2021
Q1 | $3.39M | Sell |
15,392
-414
| -3% | -$91.3K | 0.2% | 122 |
|
|
2020
Q4 | $4.02M | Buy |
15,806
+10,991
| +228% | +$2.79M | 0.28% | 78 |
|
|
2020
Q3 | $1.03M | Sell |
4,815
-11,804
| -71% | -$2.53M | 0.39% | 56 |
|
|
2020
Q2 | $3.33M | Buy |
16,619
+10,627
| +177% | +$2.13M | 0.29% | 81 |
|
|
2020
Q1 | $733K | Buy |
5,992
+251
| +4% | +$30.7K | 0.08% | 242 |
|
|
2019
Q4 | $662K | Buy |
5,741
+775
| +16% | +$89.4K | 0.05% | 321 |
|
|
2019
Q3 | $489K | Buy |
4,966
+210
| +4% | +$20.7K | 0.05% | 313 |
|
|
2019
Q2 | $587K | Buy |
+4,756
| New | +$587K | 0.07% | 256 |
|
|
2019
Q1 | – | Sell |
-5,684
| Closed | -$363K | – | 406 |
|
|
2018
Q4 | $363K | Buy |
+5,684
| New | +$363K | 0.07% | 251 |
|