Charles Schwab’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Buy |
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|
2025
Q1 | $506K | Buy |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $169K | Buy |
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|
2024
Q1 | $80.6K | Hold |
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|
2023
Q4 | $165K | Sell |
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|
2023
Q3 | $99.3K | Buy |
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|
2023
Q2 | $60K | Hold |
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|
2023
Q1 | $60.3K | Sell |
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|
2022
Q4 | $75.3K | Hold |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $121K | Buy |
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