Strategic Planning Group, LLC
- SEC CIK
- 0001875525
- Latest filing
- Jul 16, 2026
OKTA holding history
Okta, Inc. in every 13F filed by Strategic Planning Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OKTA overviewAll 13F holders of OKTAFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −27,421−100.0% | Sold out | Holders |
| Q3 2024 | 27,421 | $2.04M | 0.4% | +2,088+8.2% | Added | Holders |
| Q2 2024 | 25,333 | $2.37M | 0.5% | +3,593+16.5% | Added | Holders |
| Q1 2024 | 21,740 | $2.27M | 0.6% | +935+4.5% | Added | Holders |
| Q4 2023 | 20,805 | $1.88M | 0.6% | – | No prior filing | Holders |