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Okta Inc cl a shares owned by Synergy Financial Group

Quarter-by-quarter ownership of Okta Inc cl a (OKTA) shares owned by Synergy Financial Group from 13F filings

Historical chart of Synergy Financial Group investment in Okta Inc cl a

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All positions including Okta Inc cl a held by Synergy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Okta Inc cl a by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $535k 5.9k 90.53
2023-09-30 $483k 5.9k 81.51
2023-06-30 $419k 6.0k 69.35
2023-03-31 $521k 6.0k 86.24
2022-12-31 $414k 6.1k 68.33
2022-09-30 $531k 9.3k 56.91
2022-06-30 $843k 9.3k 90.35
2022-03-31 $1.4M 9.3k 150.91
2021-12-31 $1.9M 8.4k 224.18