Ameriprise’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,829
| Closed | -$88.6K | – | 4069 |
|
|
2024
Q4 | $88.6K | Sell |
22,829
-14,130
| -38% | -$54.8K | ﹤0.01% | 3935 |
|
|
2024
Q3 | $104K | Buy |
36,959
+430
| +1% | +$1.21K | ﹤0.01% | 3822 |
|
|
2024
Q2 | $106K | Sell |
36,529
-750
| -2% | -$2.18K | ﹤0.01% | 3771 |
|
|
2024
Q1 | $90.6K | Buy |
37,279
+3,383
| +10% | +$8.22K | ﹤0.01% | 3784 |
|
|
2023
Q4 | $133K | Buy |
+33,896
| New | +$133K | ﹤0.01% | 3784 |
|
|
2022
Q4 | – | Sell |
-28,496
| Closed | -$124K | – | 4019 |
|
|
2022
Q3 | $124K | Sell |
28,496
-297,558
| -91% | -$1.29M | ﹤0.01% | 3784 |
|
|
2022
Q2 | $3.26M | Buy |
326,054
+176,555
| +118% | +$1.76M | ﹤0.01% | 2565 |
|
|
2022
Q1 | $1.67M | Buy |
149,499
+11,330
| +8% | +$127K | ﹤0.01% | 2988 |
|
|
2021
Q4 | $2.8M | Buy |
+138,169
| New | +$2.8M | ﹤0.01% | 2820 |
|
|
2020
Q2 | – | Sell |
-60,536
| Closed | -$639K | – | 3720 |
|
|
2020
Q1 | $639K | Buy |
+60,536
| New | +$639K | ﹤0.01% | 3021 |
|