United Capital Financial Advisers, LLC Okta, Inc. Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Okta, Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 3,357 shares of OKTA stock, worth $305,084. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,357
Previous 3,636 7.67%
Holding current value
$305,084
Previous $270,000 2.22%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$71.81 - $86.11 $20,034 - $24,024
-279 Reduced 7.67%
3,357 $264,000
Q3 2024

Nov 12, 2024
BUY
$71.0 - $100.39 $49,842 - $70,473
702 Added 23.93%
3,636 $270,000
Q2 2024

Aug 14, 2024
SELL
$86.52 - $103.49 $3,720 - $4,450
-43 Reduced 1.44%
2,934 $274,000
Q1 2024

May 15, 2024
SELL
$81.18 - $111.49 $16,641 - $22,855
-205 Reduced 6.44%
2,977 $311,000
Q4 2023

Feb 14, 2024
BUY
$65.76 - $91.72 $209,248 - $291,853
3,182 New
3,182 $288,000
Q2 2022

Aug 11, 2022
SELL
$78.77 - $160.42 $549,105 - $1.12 Million
-6,971 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$138.11 - $222.66 $248,045 - $399,897
-1,796 Reduced 20.49%
6,971 $1.05 Million
Q4 2021

Feb 14, 2022
SELL
$198.08 - $268.28 $70,714 - $95,775
-357 Reduced 3.91%
8,767 $1.97 Million
Q3 2021

Nov 15, 2021
BUY
$228.93 - $271.75 $1.32 Million - $1.57 Million
5,784 Added 173.17%
9,124 $2.17 Million
Q2 2021

Aug 13, 2021
BUY
$210.72 - $285.35 $632 - $856
3 Added 0.09%
3,340 $817,000
Q1 2021

May 14, 2021
SELL
$208.51 - $291.78 $120,935 - $169,232
-580 Reduced 14.81%
3,337 $736,000
Q4 2020

Feb 17, 2021
BUY
$203.86 - $285.6 $294,373 - $412,406
1,444 Added 58.39%
3,917 $996,000
Q3 2020

Nov 13, 2020
SELL
$193.16 - $230.6 $807,022 - $963,446
-4,178 Reduced 62.82%
2,473 $529,000
Q2 2020

Aug 13, 2020
SELL
$115.99 - $204.78 $30,041 - $53,038
-259 Reduced 3.75%
6,651 $1.33 Million
Q1 2020

May 15, 2020
SELL
$96.08 - $139.5 $100,211 - $145,498
-1,043 Reduced 13.11%
6,910 $845,000
Q4 2019

Feb 14, 2020
BUY
$98.56 - $130.32 $48,984 - $64,769
497 Added 6.67%
7,953 $918,000
Q3 2019

Feb 14, 2020
BUY
$97.06 - $140.53 $723,679 - $1.05 Million
7,456 New
7,456 $734,000
Q3 2019

Nov 14, 2019
SELL
$97.06 - $140.53 $824,524 - $1.19 Million
-8,495 Closed
0 $0
Q2 2019

Aug 13, 2019
BUY
$84.23 - $133.38 $715,533 - $1.13 Million
8,495 New
8,495 $1.05 Million

Others Institutions Holding OKTA

# of Institutions
758
Shares Held
124M
Call Options Held
7.34M
Put Options Held
5.82M
View Full List

About Okta, Inc.

OKTA Quotes by TradingView
  • Ticker OKTA
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 151,854,000
  • Market Cap $13.8B
  • 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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