Resonant Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
4,771
+334
| +8% | +$33.4K | 0.03% | 244 |
|
|
2025
Q1 | $467K | Buy |
4,437
+411
| +10% | +$43.2K | 0.03% | 220 |
|
|
2024
Q4 | $317K | Buy |
4,026
+48
| +1% | +$3.78K | 0.02% | 260 |
|
|
2024
Q3 | $296K | Buy |
3,978
+283
| +8% | +$21K | 0.02% | 283 |
|
|
2024
Q2 | $346K | Sell |
3,695
-9
| -0.2% | -$842 | 0.03% | 244 |
|
|
2024
Q1 | $388K | Buy |
3,704
+298
| +9% | +$31.2K | 0.03% | 224 |
|
|
2023
Q4 | $308K | Buy |
+3,406
| New | +$308K | 0.03% | 233 |
|