Wellington Shields Capital Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,000	Closed	-$105K	–	335
2025 Q1	$105K	Buy	+1,000	New	+$105K	0.02%	255
2023 Q4	–	Sell	-4,000	Closed	-$326K	–	312
2023 Q3	$326K	Buy	+4,000	New	+$326K	0.04%	186