My Personal CFO, LLC OKTA Holdings History

Number of Shares
106,162.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
5.63%
Total Estimate Gain
$-13.81 Mil
% of Total Estimate Gain
-41.89%

My Personal CFO, LLC's Okta Inc Holding Summary

As of 2025-03-31, My Personal CFO, LLC held 106,162.00 shares of Okta Inc(OKTA), totaling $11.17 Mil. This investment constitutes 5.63% of their stock portfolio, and My Personal CFO, LLC now holds 0.06% of the outstanding Okta Inc(OKTA) stock.

The initial trade took place in 2021Q4. And since then My Personal CFO, LLC has made 3 purchases of OKTA, at an average price of $157.63, for a total of 209,190.00 shares. In addition, there have been 8 sales at an average price of $87.64 for 103,028.00 shares. Based on historical transaction data and OKTA's current price of $95.43, My Personal CFO, LLC's estimated gain on his OKTA holdings is $-13.81 Mil, reflecting a -41.89% gain to date.

My Personal CFO, LLC OKTA ($95.43) Holding Chart

My Personal CFO, LLC OKTA ($95.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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