Sequoia Financial 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	$342K	Buy	3,421 +903	+36%	+$90.3K	﹤0.01%	1182
2025 Q1	$265K	Buy	+2,518	New	+$265K	﹤0.01%	1107
2024 Q2	–	Sell	-2,048	Closed	-$214K	–	1242
2024 Q1	$214K	Buy	+2,048	New	+$214K	﹤0.01%	1021