TFC Financial Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100 | Buy |
+1
| New | +$100 | ﹤0.01% | 885 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$2K | – | 564 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 449 |
|