Carson Wealth (CWM LLC)’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Sell |
341
-35
| -9% | -$513 | ﹤0.01% | 4628 |
|
|
2025
Q1 | $3K | Buy |
376
+136
| +57% | +$1.09K | ﹤0.01% | 4648 |
|
|
2024
Q4 | $2K | Buy |
240
+41
| +21% | +$342 | ﹤0.01% | 4584 |
|
|
2024
Q3 | $1K | Buy |
199
+82
| +70% | +$412 | ﹤0.01% | 4658 |
|
|
2024
Q2 | $0 | Buy |
+117
| New | – | ﹤0.01% | 4835 |
|