CAPTRUST Financial Advisors’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$3K | – | 3402 |
|
|
2022
Q2 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 4322 |
|
|
2021
Q2 | – | Sell |
-18,849
| Closed | -$192K | – | 4620 |
|
|
2021
Q1 | $192K | Sell |
18,849
-22,125
| -54% | -$225K | ﹤0.01% | 1507 |
|
|
2020
Q4 | $417K | Buy |
+40,974
| New | +$417K | 0.01% | 903 |
|