United Capital Financial Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.97M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $817K | Buy |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $996K | Buy |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $1.33M | Sell |
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|
2020
Q1 | $845K | Sell |
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|
2019
Q4 | $918K | Buy |
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|
2019
Q3 | $734K | Sell |
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|
2019
Q2 | $1.05M | Buy |
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