Redwood 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	$533K	Buy	+5,335	New	+$533K	0.24%	93
2024 Q3	–	Sell	-185	Closed	-$17.3K	–	794
2024 Q2	$17.3K	Buy	+185	New	+$17.3K	0.01%	473