TD Private Client Wealth’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 | $48.5K | Buy |
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|
2025
Q2 | $46.8K | Sell |
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|
2025
Q1 | $59K | Buy |
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|
2024
Q4 | $37K | Buy |
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|
2024
Q3 | $966 | Hold |
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|
2024
Q2 | $1.22K | Sell |
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|
2024
Q1 | $1.47K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.85K | Hold |
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|
2021
Q2 | $2.94K | Hold |
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|
2021
Q1 | $2.65K | Hold |
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|
2020
Q4 | $3.05K | Hold |
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|
2020
Q3 | $2.57K | Hold |
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|
2020
Q2 | $2.4K | Buy |
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|
2020
Q1 | $1.1K | Buy |
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|
2019
Q4 | $923 | Buy |
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