Pursue Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,235
| Closed | -$1.67M | – | 129 |
|
|
2024
Q4 | $1.67M | Buy |
+21,235
| New | +$1.67M | 0.96% | 33 |
|
|
2023
Q3 | – | Sell |
-25,692
| Closed | -$1.78M | – | 99 |
|
|
2023
Q2 | $1.78M | Sell |
25,692
-4,703
| -15% | -$326K | 1.12% | 28 |
|
|
2023
Q1 | $2.62M | Buy |
+30,395
| New | +$2.62M | 1.79% | 21 |
|