Rise Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $5.05K | Hold |
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|
2024
Q2 | $6.37K | Sell |
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|
2024
Q1 | $7.74K | Hold |
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|
2023
Q4 | $6.7K | Sell |
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|
2023
Q3 | $8.48K | Sell |
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|
2023
Q2 | $10.7K | Hold |
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|
2023
Q1 | $13.3K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $9K | Buy |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $23.3K | Buy |
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