Synergy Financial Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $684K | Sell |
6,841
-463
| -6% | -$46.3K | 0.5% | 41 |
|
|
2025
Q1 | $769K | Buy |
7,304
+305
| +4% | +$32.1K | 0.69% | 35 |
|
|
2024
Q4 | $552K | Buy |
6,999
+616
| +10% | +$48.5K | 0.46% | 44 |
|
|
2024
Q3 | $475K | Buy |
6,383
+69
| +1% | +$5.13K | 0.45% | 44 |
|
|
2024
Q2 | $591K | Buy |
6,314
+275
| +5% | +$25.7K | 0.62% | 37 |
|
|
2024
Q1 | $632K | Buy |
6,039
+133
| +2% | +$13.9K | 0.71% | 34 |
|
|
2023
Q4 | $535K | Sell |
5,906
-23
| -0.4% | -$2.08K | 0.66% | 34 |
|
|
2023
Q3 | $483K | Sell |
5,929
-109
| -2% | -$8.89K | 0.67% | 36 |
|
|
2023
Q2 | $419K | Hold |
6,038
| – | – | 0.57% | 41 |
|
|
2023
Q1 | $521K | Sell |
6,038
-22
| -0.4% | -$1.9K | 0.85% | 31 |
|
|
2022
Q4 | $414K | Sell |
6,060
-3,270
| -35% | -$223K | 0.82% | 33 |
|
|
2022
Q3 | $531K | Hold |
9,330
| – | – | 0.8% | 38 |
|
|
2022
Q2 | $843K | Hold |
9,330
| – | – | 1.32% | 25 |
|
|
2022
Q1 | $1.41M | Buy |
9,330
+944
| +11% | +$142K | 1.48% | 20 |
|
|
2021
Q4 | $1.88M | Buy |
+8,386
| New | +$1.88M | 1.69% | 14 |
|