Berger Financial Group’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
196,543
| – | – | 0.09% | 164 |
|
|
2025
Q1 | $1.08M | Buy |
196,543
+23,633
| +14% | +$130K | 0.07% | 180 |
|
|
2024
Q4 | $671K | Sell |
172,910
-8,403
| -5% | -$32.6K | 0.05% | 215 |
|
|
2024
Q3 | $509K | Buy |
181,313
+5,703
| +3% | +$16K | 0.04% | 234 |
|
|
2024
Q2 | $509K | Hold |
175,610
| – | – | 0.04% | 210 |
|
|
2024
Q1 | $427K | Buy |
175,610
+18,512
| +12% | +$45K | 0.04% | 226 |
|
|
2023
Q4 | $614K | Hold |
157,098
| – | – | 0.06% | 149 |
|
|
2023
Q3 | $1.13M | Buy |
+157,098
| New | +$1.13M | 0.13% | 112 |
|