Steward Partners Investment Advisory, LLC Okta, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 918 shares of OKTA stock, worth $85,933. This represents 0.0% of its overall portfolio holdings.

Number of Shares

918

Previous 25,514 96.4%

Holding current value

$85,933

Previous $2.31 Million 95.84%

% of portfolio

0.0%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$81.18 - $111.49 $2 Million - $2.74 Million	-24,596 Reduced 96.4%	918 $96,000
Q4 2023 Feb 12, 2024	BUY	$65.76 - $91.72 $1.64 Million - $2.28 Million	24,874 Added 3886.56%	25,514 $2.31 Million
Q3 2023 Nov 13, 2023	SELL	$68.53 - $90.08 $45,709 - $60,083	-667 Reduced 51.03%	640 $52,000
Q2 2023 Aug 14, 2023	BUY	$68.53 - $90.9 $55,577 - $73,719	811 Added 163.51%	1,307 $90,000
Q1 2023 May 15, 2023	SELL	$64.9 - $86.24 $11,682 - $15,523	-180 Reduced 26.63%	496 $42,000

Q4 2022 Feb 15, 2023	SELL	$45.24 - $70.91 $19,905 - $31,200	-440 Reduced 39.43%	676 $46,000
Q3 2022 Nov 10, 2022	BUY	$52.84 - $107.22 $8,982 - $18,227	170 Added 17.97%	1,116 $63,000
Q2 2022 Aug 04, 2022	BUY	$78.77 - $160.42 $5,041 - $10,266	64 Added 7.26%	946 $86,000
Q1 2022 May 02, 2022	BUY	$138.11 - $222.66 $22,511 - $36,293	163 Added 22.67%	882 $133,000
Q4 2021 Feb 08, 2022	SELL	$198.08 - $268.28 $1.7 Million - $2.3 Million	-8,567 Reduced 92.26%	719 $161,000
Q3 2021 Nov 12, 2021	BUY	$228.93 - $271.75 $1.96 Million - $2.32 Million	8,554 Added 1168.58%	9,286 $2.2 Million
Q2 2021 Aug 13, 2021	SELL	$210.72 - $285.35 $47,201 - $63,918	-224 Reduced 23.43%	732 $179,000
Q1 2021 May 14, 2021	BUY	$208.51 - $291.78 $17,514 - $24,509	84 Added 9.63%	956 $210,000
Q4 2020 Feb 11, 2021	SELL	$203.86 - $285.6 $38,529 - $53,978	-189 Reduced 17.81%	872 $222,000
Q3 2020 Oct 30, 2020	BUY	$193.16 - $230.6 $126,519 - $151,043	655 Added 161.33%	1,061 $227,000
Q2 2020 Aug 06, 2020	SELL	$115.99 - $204.78 $3,595 - $6,348	-31 Reduced 7.09%	406 $81,000
Q1 2020 Apr 29, 2020	SELL	$96.08 - $139.5 $13,931 - $20,227	-145 Reduced 24.91%	437 $53,000
Q4 2019 Jan 17, 2020	SELL	$98.56 - $130.32 $14,291 - $18,896	-145 Reduced 19.94%	582 $67,000
Q3 2019 Oct 30, 2019	SELL	$97.06 - $140.53 $11,161 - $16,160	-115 Reduced 13.66%	727 $71,000
Q2 2019 Jul 25, 2019	BUY	$84.23 - $133.38 $70,921 - $112,305	842 New	842 $103,000
Q4 2018 Jan 15, 2019	SELL	$47.82 - $71.82 $46,002 - $69,090	-962 Closed	0 $0
Q3 2018 Oct 23, 2018	SELL	$49.65 - $74.17 $33,513 - $50,064	-675 Reduced 41.23%	962 $68,000
Q2 2018 Jul 20, 2018	BUY	$38.64 - $57.36 $55,525 - $82,426	1,437 Added 718.5%	1,637 $82,000
Q1 2018 Apr 20, 2018	SELL	$26.35 - $42.6 $5,270 - $8,520	-200 Reduced 50.0%	200 $7,000
Q2 2017 Nov 22, 2017	BUY	N/A	400	400 $9,000

Others Institutions Holding OKTA

# of Institutions

719

Shares Held

118M

Call Options Held

5.96M

Put Options Held

3.46M

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $14.2B
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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Steward Partners Investment Advisory, LLC Okta, Inc. Transaction History