Concourse Financial Group Securities, Inc. Okta, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$1.67 Billion
Q4 2024

A detailed history of Concourse Financial Group Securities, Inc. transactions in Okta, Inc. stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 181 shares of OKTA stock, worth $15,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Previous 138 31.16%

Holding current value

$15,775

Previous $10,000 40.0%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$71.81 - $86.11 $3,087 - $3,702	43 Added 31.16%	181 $14,000
Q3 2024 Oct 10, 2024	BUY	$71.0 - $100.39 $5,254 - $7,428	74 Added 115.63%	138 $10,000
Q2 2024 Jul 23, 2024	BUY	$86.52 - $103.49 $2,076 - $2,483	24 Added 60.0%	64 $5,000
Q4 2023 Feb 07, 2024	SELL	$65.76 - $91.72 $263 - $366	-4 Reduced 9.09%	40 $3,000
Q1 2023 May 15, 2023	SELL	$64.9 - $86.24 $10,708 - $14,229	-165 Reduced 78.95%	44 $3,000
Q3 2022 Nov 15, 2022	SELL	$52.84 - $107.22 $10,673 - $21,658	-202 Reduced 49.15%	209 $12,000
Q2 2022 Aug 09, 2022	SELL	$78.77 - $160.42 $227,093 - $462,490	-2,883 Reduced 87.52%	411 $37,000
Q1 2022 May 09, 2022	SELL	$138.11 - $222.66 $702,979 - $1.13 Million	-5,090 Reduced 60.71%	3,294 $497,000
Q4 2021 Feb 07, 2022	SELL	$198.08 - $268.28 $594 - $804	-3 Reduced 0.04%	8,384 $1.88 Million
Q3 2021 Nov 09, 2021	BUY	$228.93 - $271.75 $74,402 - $88,318	325 Added 4.03%	8,387 $1.99 Million
Q2 2021 Aug 13, 2021	BUY	$210.72 - $285.35 $132,121 - $178,914	627 Added 8.43%	8,062 $1.97 Million
Q1 2021 May 13, 2021	BUY	$208.51 - $291.78 $267,101 - $373,770	1,281 Added 20.82%	7,435 $1.64 Million
Q4 2020 Feb 02, 2021	BUY	$203.86 - $285.6 $154,322 - $216,199	757 Added 14.03%	6,154 $1.57 Million
Q3 2020 Nov 13, 2020	BUY	$193.16 - $230.6 $252,073 - $300,933	1,305 Added 31.89%	5,397 $1.15 Million
Q2 2020 Aug 13, 2020	BUY	$115.99 - $204.78 $170,157 - $300,412	1,467 Added 55.89%	4,092 $819,000
Q1 2020 May 13, 2020	BUY	$96.08 - $139.5 $39,873 - $57,892	415 Added 18.78%	2,625 $321,000
Q4 2019 Feb 14, 2020	BUY	$98.56 - $130.32 $8,771 - $11,598	89 Added 4.2%	2,210 $255,000
Q3 2019 Nov 13, 2019	SELL	$97.06 - $140.53 $744,838 - $1.08 Million	-7,674 Reduced 78.35%	2,121 $209,000
Q2 2019 Aug 13, 2019	BUY	$84.23 - $133.38 $674,513 - $1.07 Million	8,008 Added 448.13%	9,795 $1.21 Million
Q1 2019 May 15, 2019	BUY	$59.56 - $86.43 $22,454 - $32,584	377 Added 26.74%	1,787 $147,000
Q4 2018 Feb 14, 2019	BUY	$47.82 - $71.82 $67,426 - $101,266	1,410 New	1,410 $89,000
Q3 2018 Nov 13, 2018	BUY	$49.65 - $74.17 $0 - $0	0 New	0 $0

Others Institutions Holding OKTA

# of Institutions

763

Shares Held

124M

Call Options Held

7.34M

Put Options Held

5.82M

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $13.2B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account

Concourse Financial Group Securities, Inc. Okta, Inc. Transaction History