Wellington Shields & Co’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	-1,300	Closed	-$137K	–	325
2025 Q1	$137K	Buy	+1,300	New	+$137K	0.04%	235
2023 Q4	–	Sell	-7,350	Closed	-$599K	–	303
2023 Q3	$599K	Buy	+7,350	New	+$599K	0.15%	100