A detailed history of Clearstead Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 50 shares of OKTA stock, worth $4,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$4,164
Previous $4,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$81.18 - $111.49 $33,283 - $45,710
-410 Reduced 89.13%
50 $5,000
Q4 2023

Feb 12, 2024

SELL
$65.76 - $91.72 $10,192 - $14,216
-155 Reduced 25.2%
460 $41,000
Q3 2023

Nov 07, 2023

SELL
$68.53 - $90.08 $14,802 - $19,457
-216 Reduced 25.99%
615 $50,000
Q2 2023

Aug 07, 2023

BUY
$68.53 - $90.9 $22,683 - $30,087
331 Added 66.2%
831 $57,000
Q1 2023

May 09, 2023

BUY
$64.9 - $86.24 $32,450 - $43,120
500 New
500 $43,000
Q2 2022

Aug 12, 2022

SELL
$78.77 - $160.42 $1,575 - $3,208
-20 Reduced 44.44%
25 $2,000
Q1 2022

May 04, 2022

SELL
$138.11 - $222.66 $3,728 - $6,011
-27 Reduced 37.5%
45 $7,000
Q4 2021

Feb 14, 2022

SELL
$198.08 - $268.28 $36,644 - $49,631
-185 Reduced 71.98%
72 $16,000
Q2 2021

Aug 12, 2021

SELL
$210.72 - $285.35 $10,536 - $14,267
-50 Reduced 16.29%
257 $63,000
Q1 2021

May 14, 2021

BUY
$208.51 - $291.78 $10,425 - $14,588
50 Added 19.46%
307 $68,000
Q3 2020

Nov 12, 2020

BUY
$193.16 - $230.6 $4,829 - $5,765
25 Added 10.78%
257 $55,000
Q1 2020

May 14, 2020

BUY
$96.08 - $139.5 $22,290 - $32,364
232 New
232 $28,000

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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