Trek Financial’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,085
-968
| -24% | -$96.8K | 0.02% | 335 |
|
|
2025
Q1 | $426K | Buy |
+4,053
| New | +$426K | 0.03% | 259 |
|
|
2024
Q4 | – | Sell |
-3,831
| Closed | -$285K | – | 451 |
|
|
2024
Q3 | $285K | Buy |
3,831
+377
| +11% | +$28K | 0.02% | 318 |
|
|
2024
Q2 | $323K | Buy |
3,454
+820
| +31% | +$76.8K | 0.03% | 295 |
|
|
2024
Q1 | $276K | Buy |
+2,634
| New | +$276K | 0.02% | 325 |
|