A detailed history of Ever Source Wealth Advisors, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 424 shares of OKTA stock, worth $31,231. This represents 0.0% of its overall portfolio holdings.

Number of Shares
424
Previous 2,095 79.76%
Holding current value
$31,231
Previous $196,000 84.18%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$71.0 - $100.39 $118,641 - $167,751
-1,671 Reduced 79.76%
424 $31,000
Q2 2024

Aug 13, 2024

BUY
$86.52 - $103.49 $151,756 - $181,521
1,754 Added 514.37%
2,095 $196,000
Q1 2024

Jun 11, 2024

BUY
$81.18 - $111.49 $11,527 - $15,831
142 Added 71.36%
341 $35,000
Q4 2023

Feb 09, 2024

SELL
$65.76 - $91.72 $591 - $825
-9 Reduced 4.33%
199 $18,000
Q3 2023

Nov 03, 2023

SELL
$68.53 - $90.08 $23,505 - $30,897
-343 Reduced 62.25%
208 $16,000
Q2 2023

Aug 04, 2023

SELL
$68.53 - $90.9 $2,124 - $2,817
-31 Reduced 5.33%
551 $38,000
Q1 2023

May 11, 2023

SELL
$64.9 - $86.24 $2,531 - $3,363
-39 Reduced 6.28%
582 $50,000
Q4 2022

Feb 09, 2023

BUY
$45.24 - $70.91 $28,094 - $44,035
621 New
621 $42,000
Q2 2022

Aug 01, 2022

BUY
$78.77 - $160.42 $1,102 - $2,245
14 Added 63.64%
36 $3,000
Q1 2022

May 25, 2022

BUY
$138.11 - $222.66 $966 - $1,558
7 Added 46.67%
22 $3,000
Q4 2021

Feb 07, 2022

BUY
$198.08 - $268.28 $2,971 - $4,024
15 New
15 $3,000

Others Institutions Holding OKTA

About Okta, Inc.


  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $11.2B
  • 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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