True Link Financial Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
5,600
-400
| -7% | -$40K | 0.04% | 51 |
|
|
2025
Q1 | $631K | Sell |
6,000
-640
| -10% | -$67.3K | 0.05% | 44 |
|
|
2024
Q4 | $523K | Buy |
+6,640
| New | +$523K | 0.04% | 36 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$2K | – | 793 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 680 |
|