A detailed history of Ci Private Wealth, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 11,525 shares of OKTA stock, worth $940,901. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,525
Previous 9,866 16.82%
Holding current value
$940,901
Previous $923,000 7.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

BUY
$71.0 - $100.39 $117,789 - $166,547
1,659 Added 16.82%
11,525 $856,000
Q2 2024

Aug 13, 2024

SELL
$86.52 - $103.49 $83,318 - $99,660
-963 Reduced 8.89%
9,866 $923,000
Q1 2024

May 09, 2024

BUY
$81.18 - $111.49 $138,087 - $189,644
1,701 Added 18.63%
10,829 $1.13 Million
Q4 2023

Feb 09, 2024

SELL
$65.76 - $91.72 $127,245 - $177,478
-1,935 Reduced 17.49%
9,128 $826,000
Q3 2023

Nov 03, 2023

BUY
$68.53 - $90.08 $26,178 - $34,410
382 Added 3.58%
11,063 $901,000
Q2 2023

Aug 10, 2023

SELL
$68.53 - $90.9 $66,885 - $88,718
-976 Reduced 8.37%
10,681 $740,000
Q1 2023

May 15, 2023

BUY
$64.9 - $86.24 $354,418 - $470,956
5,461 Added 88.14%
11,657 $1.01 Million
Q4 2022

Feb 15, 2023

BUY
$45.24 - $70.91 $280,307 - $439,358
6,196 New
6,196 $423,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $12.4B
  • 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
Track This Portfolio

Track Ci Private Wealth, LLC Portfolio

Follow Ci Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.