Bank of Montreal’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,410
| Closed | -$97K | – | 3424 |
|
|
2024
Q3 | $97K | Buy |
+35,410
| New | +$97K | ﹤0.01% | 2934 |
|
|
2024
Q2 | – | Sell |
-63,110
| Closed | -$157K | – | 3754 |
|
|
2024
Q1 | $157K | Sell |
63,110
-48,819
| -44% | -$122K | ﹤0.01% | 2840 |
|
|
2023
Q4 | $439K | Buy |
+111,929
| New | +$439K | ﹤0.01% | 2205 |
|
|
2023
Q3 | – | Sell |
-845,275
| Closed | -$5.08M | – | 3591 |
|
|
2023
Q2 | $5.08M | Buy |
+845,275
| New | +$5.08M | ﹤0.01% | 1148 |
|
|
2022
Q3 | – | Sell |
-27,703
| Closed | -$253 | – | 3715 |
|
|
2022
Q2 | $253 | Buy |
+27,703
| New | +$253 | ﹤0.01% | 2714 |
|
|
2021
Q2 | – | Sell |
-547
| Closed | -$11K | – | 4233 |
|
|
2021
Q1 | $11K | Sell |
547
-2,494
| -82% | -$50.2K | ﹤0.01% | 3934 |
|
|
2020
Q4 | $54K | Buy |
3,041
+2,142
| +238% | +$38K | ﹤0.01% | 3436 |
|
|
2020
Q3 | $13K | Sell |
899
-643
| -42% | -$9.3K | ﹤0.01% | 3619 |
|
|
2020
Q2 | $19K | Buy |
+1,542
| New | +$19K | ﹤0.01% | 3503 |
|
|
2020
Q1 | – | Sell |
-914
| Closed | -$22K | – | 4034 |
|
|
2019
Q4 | $22K | Buy |
+914
| New | +$22K | ﹤0.01% | 3737 |
|