Valued Wealth 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 | $2.3K | Hold |
23
| – | – | ﹤0.01% | 369 |
|
|
2025
Q1 | $2.42K | Hold |
23
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $1.81K | Hold |
23
| – | – | ﹤0.01% | 416 |
|
|
2024
Q3 | $1.71K | Buy |
23
+4
| +21% | +$297 | ﹤0.01% | 394 |
|
|
2024
Q2 | $1.78K | Hold |
19
| – | – | ﹤0.01% | 378 |
|
|
2024
Q1 | $1.99K | Hold |
19
| – | – | ﹤0.01% | 356 |
|
|
2023
Q4 | $1.55K | Buy |
+19
| New | +$1.55K | ﹤0.01% | 332 |
|