True Wealth Design’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.8K | Buy |
718
+25
| +4% | +$2.5K | 0.03% | 153 |
|
|
2025
Q1 | $72.9K | Buy |
693
+116
| +20% | +$12.2K | 0.03% | 136 |
|
|
2024
Q4 | $45.5K | Buy |
577
+406
| +237% | +$32K | 0.02% | 184 |
|
|
2024
Q3 | $12.7K | Buy |
171
+163
| +2,038% | +$12.1K | 0.01% | 388 |
|
|
2024
Q2 | $749 | Buy |
8
+3
| +60% | +$281 | ﹤0.01% | 580 |
|
|
2024
Q1 | $524 | Buy |
5
+4
| +400% | +$419 | ﹤0.01% | 615 |
|
|
2023
Q4 | $91 | Hold |
1
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $82 | Hold |
1
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $70 | Hold |
1
| – | – | ﹤0.01% | 742 |
|
|
2023
Q1 | $87 | Hold |
1
| – | – | ﹤0.01% | 801 |
|
|
2022
Q4 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 762 |
|