TCPG
Trivant Custom Portfolio Group’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$10.5K | – | 170 |
|
|
2025
Q1 | $10.5K | Hold |
100
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $7.88K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2024
Q3 | $7.43K | Hold |
100
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $9.36K | Hold |
100
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $10.5K | Hold |
100
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $9.05K | Hold |
100
| – | – | 0.01% | 178 |
|
|
2023
Q3 | $8.15K | Hold |
100
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $6.94K | Hold |
100
| – | – | ﹤0.01% | 181 |
|
|
2023
Q1 | $8.62K | Buy |
+100
| New | +$8.62K | 0.01% | 181 |
|