Wealth Enhancement Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Sell |
27,581
-11,336
| -29% | -$1.12M | ﹤0.01% | 1202 |
|
|
2025
Q1 | $4.09M | Buy |
38,917
+26,791
| +221% | +$2.82M | 0.01% | 906 |
|
|
2024
Q4 | $956K | Buy |
12,126
+4,171
| +52% | +$329K | ﹤0.01% | 1565 |
|
|
2024
Q3 | $591K | Sell |
7,955
-102
| -1% | -$7.58K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $754K | Sell |
8,057
-1,176
| -13% | -$110K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $966K | Buy |
9,233
+1,878
| +26% | +$196K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $666K | Buy |
7,355
+4,416
| +150% | +$400K | ﹤0.01% | 1342 |
|
|
2023
Q3 | $240K | Buy |
+2,939
| New | +$240K | ﹤0.01% | 1875 |
|
|
2020
Q3 | – | Sell |
-6,370
| Closed | -$1.34M | – | 232 |
|
|
2020
Q2 | $1.34M | Buy |
+6,370
| New | +$1.34M | 0.04% | 160 |
|