Ifp Advisors, Inc Okta, Inc. Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Okta, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,275 shares of OKTA stock, worth $107,023. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,275

Previous 1,562 18.37%

Holding current value

$107,023

Previous $156,000 25.64%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$88.51 - $101.1 $25,402 - $29,015	-287 Reduced 18.37%	1,275 $116,000
Q2 2025 Jul 24, 2025	BUY	$91.24 - $127.3 $63,594 - $88,728	697 Added 80.58%	1,562 $156,000
Q1 2025 May 05, 2025	BUY	$78.83 - $116.72 $3,547 - $5,252	45 Added 5.49%	865 $91,000
Q4 2024 Feb 04, 2025	BUY	$71.81 - $86.11 $2,513 - $3,013	35 Added 4.46%	820 $64,000
Q3 2024 Feb 04, 2025	BUY	$71.0 - $100.39 $16,685 - $23,591	235 Added 42.73%	785 $58,000

Q2 2024 Jul 30, 2024	BUY	$86.52 - $103.49 $8,305 - $9,935	96 Added 21.15%	550 $51,000
Q1 2024 Jul 30, 2024	SELL	$81.18 - $111.49 $37,911 - $52,065	-467 Reduced 50.71%	454 $47,000
Q4 2023 Jan 09, 2024	BUY	$65.76 - $91.72 $7,167 - $9,997	109 Added 13.42%	921 $83,000
Q3 2023 Oct 12, 2023	SELL	$68.53 - $90.08 $1,233 - $1,621	-18 Reduced 2.17%	812 $66,000
Q2 2023 Aug 04, 2023	BUY	$68.53 - $90.9 $26,795 - $35,541	391 Added 89.07%	830 $57,000
Q1 2023 Apr 18, 2023	SELL	$64.9 - $86.24 $84,694 - $112,543	-1,305 Reduced 74.83%	439 $37,000
Q4 2022 Feb 07, 2023	SELL	$45.24 - $70.91 $64,783 - $101,543	-1,432 Reduced 45.09%	1,744 $132,000
Q3 2022 Nov 08, 2022	BUY	$52.84 - $107.22 $67,001 - $135,954	1,268 Added 66.46%	3,176 $222,000
Q2 2022 Sep 06, 2022	BUY	$78.77 - $160.42 $150,293 - $306,081	1,908 New	1,908 $141,000
Q2 2022 Aug 12, 2022	SELL	$78.77 - $160.42 $150,293 - $306,081	-1,908 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$138.11 - $222.66 $192,387 - $310,165	-1,393 Reduced 42.2%	1,908 $288,000
Q1 2022 Aug 08, 2022	BUY	$138.11 - $222.66 $4,971 - $8,015	36 Added 1.1%	3,301 $498,000
Q4 2021 Jan 12, 2022	BUY	$198.08 - $268.28 $2,971 - $4,024	15 Added 0.46%	3,265 $733,000
Q3 2021 Oct 06, 2021	BUY	$228.93 - $271.75 $313,634 - $372,297	1,370 Added 72.87%	3,250 $770,000
Q2 2021 Jul 13, 2021	BUY	$210.72 - $285.35 $235,584 - $319,021	1,118 Added 146.72%	1,880 $457,000
Q1 2021 Apr 30, 2021	SELL	$208.51 - $291.78 $140,952 - $197,243	-676 Reduced 47.01%	762 $169,000
Q4 2020 Jan 25, 2021	BUY	$203.86 - $285.6 $32,821 - $45,981	161 Added 12.61%	1,438 $369,000
Q3 2020 Oct 29, 2020	BUY	$193.16 - $230.6 $5,987 - $7,148	31 Added 2.49%	1,277 $273,000
Q2 2020 Aug 05, 2020	BUY	$115.99 - $204.78 $6,031 - $10,648	52 Added 4.36%	1,246 $250,000
Q1 2020 May 12, 2020	BUY	$96.08 - $139.5 $8,839 - $12,834	92 Added 8.35%	1,194 $147,000
Q4 2019 Jan 17, 2020	BUY	$98.56 - $130.32 $1,576 - $2,085	16 Added 1.47%	1,102 $133,000
Q3 2019 Nov 07, 2019	BUY	$97.06 - $140.53 $104,048 - $150,648	1,072 Added 7657.14%	1,086 $107,000
Q1 2019 May 15, 2019	SELL	$59.56 - $86.43 $144,671 - $209,938	-2,429 Reduced 99.43%	14 $1,000
Q4 2018 Jan 23, 2019	SELL	$47.82 - $71.82 $36,151 - $54,295	-756 Reduced 23.63%	2,443 $155,000
Q3 2018 Oct 25, 2018	BUY	$49.65 - $74.17 $37,187 - $55,553	749 Added 30.57%	3,199 $0
Q2 2018 Aug 07, 2018	BUY	$38.64 - $57.36 $68,586 - $101,814	1,775 Added 262.96%	2,450 $0
Q1 2018 May 09, 2018	BUY	$26.35 - $42.6 $17,417 - $28,158	661 Added 4721.43%	675 $0
Q1 2016 Jun 03, 2019	BUY	N/A	14	14 $1,000

Others Institutions Holding OKTA

# of Institutions

881

Shares Held

133M

Call Options Held

6.36M

Put Options Held

7.54M

View Full List

About Okta, Inc.

Ticker OKTA
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 151,854,000
Market Cap $12.7B
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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