A detailed history of Trek Financial, LLC transactions in Okta, Inc. stock. As of the latest transaction made, Trek Financial, LLC holds 3,831 shares of OKTA stock, worth $319,045. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,831
Previous 3,454 10.91%
Holding current value
$319,045
Previous $323,000 12.07%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$71.0 - $100.39 $26,767 - $37,847
377 Added 10.91%
3,831 $284,000
Q2 2024

Aug 12, 2024

BUY
$86.52 - $103.49 $70,946 - $84,861
820 Added 31.13%
3,454 $323,000
Q1 2024

May 14, 2024

BUY
$81.18 - $111.49 $213,828 - $293,664
2,634 New
2,634 $275,000

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
Track This Portfolio

Track Trek Financial, LLC Portfolio

Follow Trek Financial, 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 Trek Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trek Financial, LLC with notifications on news.