Selective Wealth Management’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 | $3.2M | Sell |
|
|||||
|
2025
Q2 | $3.6M | Sell |
|
|||||
|
2025
Q1 | $3.82M | Sell |
|
|||||
|
2024
Q4 | $3.15M | Sell |
|
|||||
|
2024
Q3 | $3.01M | Sell |
|
|||||
|
2024
Q2 | $4.17M | Sell |
|
|||||
|
2024
Q1 | $4.73M | Sell |
|
|||||
|
2023
Q4 | $4.13M | Sell |
|
|||||
|
2023
Q3 | $4.16M | Sell |
|
|||||
|
2023
Q2 | $4.07M | Buy |
|
|||||
|
2022
Q4 | $4.25M | Sell |
|
|||||
|
2022
Q3 | $4.21M | Buy |
|
|||||
|
2022
Q2 | $6.59M | Buy |
|
|||||
|
2022
Q1 | $15K | Hold |
|
|||||
|
2021
Q4 | $22K | Hold |
|
|||||
|
2021
Q3 | $24K | Hold |
|
|||||
|
2021
Q2 | $24K | Buy |
|