A detailed history of Avantax Advisory Services, Inc. transactions in Okta, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 9,123 shares of OKTA stock, worth $759,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,123
Previous 5,858 55.74%
Holding current value
$759,763
Previous $548,000 23.72%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$71.0 - $100.39 $231,815 - $327,773
3,265 Added 55.74%
9,123 $678,000
Q2 2024

Aug 09, 2024

BUY
$86.52 - $103.49 $128,482 - $153,682
1,485 Added 33.96%
5,858 $548,000
Q1 2024

May 08, 2024

BUY
$81.18 - $111.49 $355,000 - $487,545
4,373 New
4,373 $457,000
Q2 2022

Aug 02, 2022

SELL
$78.77 - $160.42 $212,915 - $433,615
-2,703 Closed
0 $0
Q1 2022

Apr 27, 2022

BUY
$138.11 - $222.66 $105,516 - $170,112
764 Added 39.4%
2,703 $407,000
Q4 2021

Jan 24, 2022

SELL
$198.08 - $268.28 $135,090 - $182,966
-682 Reduced 26.02%
1,939 $435,000
Q3 2021

Oct 21, 2021

BUY
$228.93 - $271.75 $140,105 - $166,311
612 Added 30.46%
2,621 $624,000
Q2 2021

Jul 29, 2021

SELL
$210.72 - $285.35 $18,543 - $25,110
-88 Reduced 4.2%
2,009 $491,000
Q1 2021

May 13, 2021

SELL
$208.51 - $291.78 $36,697 - $51,353
-176 Reduced 7.74%
2,097 $463,000
Q4 2020

Jan 22, 2021

SELL
$203.86 - $285.6 $676,815 - $948,192
-3,320 Reduced 59.36%
2,273 $578,000
Q3 2020

Oct 14, 2020

BUY
$193.16 - $230.6 $760,277 - $907,641
3,936 Added 237.54%
5,593 $1.19 Million
Q2 2020

Aug 06, 2020

SELL
$115.99 - $204.78 $12,062 - $21,297
-104 Reduced 5.91%
1,657 $331,000
Q1 2020

Apr 30, 2020

SELL
$96.08 - $139.5 $67,256 - $97,650
-700 Reduced 28.44%
1,761 $214,000
Q4 2019

Feb 14, 2020

BUY
$98.56 - $130.32 $242,556 - $320,717
2,461 New
2,461 $284,000
Q2 2019

Aug 06, 2019

SELL
$84.23 - $133.38 $206,363 - $326,781
-2,450 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$59.56 - $86.43 $145,922 - $211,753
2,450 New
2,450 $203,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $12.6B
  • Description
  • Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products and services, such as Universal Directory, a cloud-based system of record to sto...
More about OKTA
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