Valley National Advisers’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-35	Closed	-$3K	–	1017
2024 Q2	$3K	Sell	35 -5	-13%	-$429	﹤0.01%	844
2024 Q1	$4K	Buy	40 +15	+60%	+$1.5K	﹤0.01%	824
2023 Q4	$2K	Buy	+25	New	+$2K	﹤0.01%	965