Avantax Advisory Services, Inc. Okta, Inc. Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Okta, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,728 shares of OKTA stock, worth $601,146. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,728

Previous 5,673 18.6%

Holding current value

$601,146

Previous $596,000 12.75%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$91.24 - $127.3 $96,258 - $134,301	1,055 Added 18.6%	6,728 $672,000
Q1 2025 May 06, 2025	BUY	$78.83 - $116.72 $88,604 - $131,193	1,124 Added 24.71%	5,673 $596,000
Q4 2024 Feb 07, 2025	SELL	$71.81 - $86.11 $328,458 - $393,867	-4,574 Reduced 50.14%	4,549 $358,000
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

# of Institutions

871

Shares Held

131M

Call Options Held

5.05M

Put Options Held

7.46M

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $13.6B
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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Avantax Advisory Services, Inc. Okta, Inc. Transaction History