Charles Schwab’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
68,242
+13,879
| +26% | +$194K | ﹤0.01% | 2911 |
|
|
2025
Q1 | $506K | Buy |
54,363
+4
| +0% | +$37 | ﹤0.01% | 3082 |
|
|
2024
Q4 | $416K | Buy |
54,359
+4,398
| +9% | +$33.7K | ﹤0.01% | 3193 |
|
|
2024
Q3 | $236K | Hold |
49,961
| – | – | ﹤0.01% | 3315 |
|
|
2024
Q2 | $169K | Buy |
49,961
+17,716
| +55% | +$60.1K | ﹤0.01% | 3452 |
|
|
2024
Q1 | $80.6K | Hold |
32,245
| – | – | ﹤0.01% | 3328 |
|
|
2023
Q4 | $165K | Sell |
32,245
-7,164
| -18% | -$36.7K | ﹤0.01% | 3299 |
|
|
2023
Q3 | $99.3K | Buy |
39,409
+9,988
| +34% | +$25.2K | ﹤0.01% | 3353 |
|
|
2023
Q2 | $60K | Hold |
29,421
| – | – | ﹤0.01% | 3396 |
|
|
2023
Q1 | $60.3K | Sell |
29,421
-7,332
| -20% | -$15K | ﹤0.01% | 3319 |
|
|
2022
Q4 | $75.3K | Hold |
36,753
| – | – | ﹤0.01% | 3295 |
|
|
2022
Q3 | $85K | Hold |
36,753
| – | – | ﹤0.01% | 3238 |
|
|
2022
Q2 | $121K | Buy |
+36,753
| New | +$121K | ﹤0.01% | 3271 |
|