Cerity Partners’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 | $174K | Hold |
24,264
| – | – | ﹤0.01% | 2389 |
|
|
2025
Q1 | $133K | Hold |
24,264
| – | – | ﹤0.01% | 2280 |
|
|
2024
Q4 | $94.1K | Hold |
24,264
| – | – | ﹤0.01% | 2337 |
|
|
2024
Q3 | $68.2K | Buy |
+24,264
| New | +$68.2K | ﹤0.01% | 2461 |
|
|
2024
Q1 | – | Sell |
-94,872
| Closed | -$371K | – | 2331 |
|
|
2023
Q4 | $371K | Buy |
94,872
+70,608
| +291% | +$276K | ﹤0.01% | 1411 |
|
|
2023
Q3 | $175K | Buy |
+24,264
| New | +$175K | ﹤0.01% | 1292 |
|