Synergy Financial Group’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 | $616K | Sell |
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|
2025
Q2 | $684K | Sell |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $591K | Buy |
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|
2024
Q1 | $632K | Buy |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $843K | Hold |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.88M | Buy |
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