Bank of America’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $770K | Buy |
166,934
+51,372
| +44% | +$261K | ﹤0.01% | 4655 |
|
|
2025
Q4 | $611K | Buy |
115,562
+66,738
| +137% | +$352K | ﹤0.01% | 4805 |
|
|
2025
Q3 | $301K | Sell |
48,824
-69,227
| -59% | -$446K | ﹤0.01% | 6081 |
|
|
2025
Q2 | $845K | Sell |
118,051
-154,720
| -57% | -$928K | ﹤0.01% | 5403 |
|
|
2025
Q1 | $1.5M | Buy |
272,771
+211,578
| +346% | +$1.16M | ﹤0.01% | 4928 |
|
|
2024
Q4 | $237K | Buy |
61,193
+7,545
| +14% | +$24.3K | ﹤0.01% | 6033 |
|
|
2024
Q3 | $151K | Sell |
53,648
-4,137
| -7% | -$12K | ﹤0.01% | 6154 |
|
|
2024
Q2 | $168K | Buy |
57,785
+15,031
| +35% | +$45.6K | ﹤0.01% | 5980 |
|
|
2024
Q1 | $104K | Sell |
42,754
-56,620
| -57% | -$205K | ﹤0.01% | 6221 |
|
|
2023
Q4 | $389K | Buy |
99,374
+53,987
| +119% | +$231K | ﹤0.01% | 5666 |
|
|
2023
Q3 | $328K | Buy |
45,387
+43,120
| +1,902% | +$284K | ﹤0.01% | 5602 |
|
|
2023
Q2 | $13.5K | Sell |
2,267
-38,183
| -94% | -$187K | ﹤0.01% | 6796 |
|
|
2023
Q1 | $156K | Sell |
40,450
-31,784
| -44% | -$179K | ﹤0.01% | 6043 |
|
|
2022
Q4 | $398K | Sell |
72,234
-12,897
| -15% | -$67.5K | ﹤0.01% | 5536 |
|
|
2022
Q3 | $371K | Buy |
85,131
+14,587
| +21% | +$104K | ﹤0.01% | 5605 |
|
|
2022
Q2 | $583K | Sell |
70,544
-5,418
| -7% | -$62.5K | ﹤0.01% | 5318 |
|
|
2022
Q1 | $1.09M | Sell |
75,962
-23
| -0% | -$384 | ﹤0.01% | 5146 |
|
|
2021
Q4 | $1.54M | Buy |
75,985
+24,645
| +48% | +$576K | ﹤0.01% | 4821 |
|
|
2021
Q3 | $1.28M | Sell |
51,340
-1,415
| -3% | -$32.6K | ﹤0.01% | 4833 |
|
|
2021
Q2 | $1.06M | Sell |
52,755
-17,139
| -25% | -$351K | ﹤0.01% | 4855 |
|
|
2021
Q1 | $1.45M | Buy |
69,894
+15,954
| +30% | +$292K | ﹤0.01% | 4519 |
|
|
2020
Q4 | $1.04M | Buy |
53,940
+5,142
| +11% | +$84.1K | ﹤0.01% | 4464 |
|
|
2020
Q3 | $575K | Sell |
48,798
-2,935
| -6% | -$39.6K | ﹤0.01% | 4606 |
|
|
2020
Q2 | $695K | Sell |
51,733
-219
| -0.4% | -$2.04K | ﹤0.01% | 4385 |
|
|
2020
Q1 | $548K | Buy |
51,952
+4,402
| +9% | +$84.5K | ﹤0.01% | 4446 |
|
|
2019
Q4 | $1.13M | Buy |
47,550
+19,643
| +70% | +$362K | ﹤0.01% | 4417 |
|
|
2019
Q3 | $453K | Buy |
+27,907
| New | +$453K | ﹤0.01% | 5152 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
