Bank of New York Mellon’s Oportun Financial OPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$543K Buy
2025
Q2
$554K Buy
2024
Q1
Sell
2023
Q4
$40.2K Sell
2023
Q3
$551K Buy
2023
Q2
$439K Sell
2023
Q1
$603K Sell
2022
Q4
$890K Buy
2022
Q3
$486K Buy
2022
Q2
$815K Buy
2022
Q1
$1.37M Buy
2021
Q4
$1.93M Buy
2021
Q3
$1.91M Buy
2021
Q2
$1.4M Buy
2021
Q1
$1.42M Buy
2020
Q4
$1.33M Buy
2020
Q3
$649K Sell
2020
Q2
$778K Buy
2020
Q1
$218K Buy
2019
Q4
$393K Buy