CAPTRUST Financial Advisors’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-536
| Closed | -$4K | – | 3403 |
|
|
2022
Q2 | $4K | Sell |
536
-1,164
| -68% | -$8.69K | ﹤0.01% | 4199 |
|
|
2022
Q1 | $24K | Hold |
1,700
| – | – | ﹤0.01% | 3286 |
|
|
2021
Q4 | $34K | Hold |
1,700
| – | – | ﹤0.01% | 2946 |
|
|
2021
Q3 | $43K | Hold |
1,700
| – | – | ﹤0.01% | 2676 |
|
|
2021
Q2 | $34K | Buy |
+1,700
| New | +$34K | ﹤0.01% | 2755 |
|