Prosperity 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 | – | Sell |
-2,880
| Closed | -$303K | – | 260 |
|
|
2025
Q1 | $303K | Buy |
+2,880
| New | +$303K | 0.14% | 147 |
|
|
2024
Q3 | – | Sell |
-7,505
| Closed | -$703K | – | 213 |
|
|
2024
Q2 | $703K | Buy |
+7,505
| New | +$703K | 0.35% | 57 |
|
|
2023
Q4 | – | Sell |
-3,820
| Closed | -$311K | – | 160 |
|
|
2023
Q3 | $311K | Buy |
3,820
+285
| +8% | +$23.2K | 0.2% | 92 |
|
|
2023
Q2 | $245K | Buy |
+3,535
| New | +$245K | 0.16% | 103 |
|