Citigroup’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.71K | Sell |
1,890
-20,959
| -92% | -$107K | ﹤0.01% | 5089 |
|
|
2025
Q4 | $121K | Buy |
22,849
+412
| +2% | +$2.17K | ﹤0.01% | 4245 |
|
|
2025
Q3 | $138K | Buy |
22,437
+11,199
| +100% | +$72.1K | ﹤0.01% | 4145 |
|
|
2025
Q2 | $80.5K | Buy |
11,238
+9,263
| +469% | +$55.6K | ﹤0.01% | 4521 |
|
|
2025
Q1 | $10.8K | Sell |
1,975
-26,837
| -93% | -$148K | ﹤0.01% | 5189 |
|
|
2024
Q4 | $112K | Buy |
28,812
+28,808
| +720,200% | +$92.9K | ﹤0.01% | 4777 |
|
|
2024
Q3 | $11 | Hold |
4
| – | – | ﹤0.01% | 5618 |
|
|
2024
Q2 | $12 | Sell |
4
-82
| -95% | -$249 | ﹤0.01% | 5509 |
|
|
2024
Q1 | $209 | Hold |
86
| – | – | ﹤0.01% | 5478 |
|
|
2023
Q4 | $336 | Sell |
86
-89,364
| -100% | -$382K | ﹤0.01% | 5516 |
|
|
2023
Q3 | $646K | Buy |
89,450
+89,040
| +21,717% | +$587K | ﹤0.01% | 2867 |
|
|
2023
Q2 | $2.45K | Buy |
410
+396
| +2,829% | +$1.94K | ﹤0.01% | 5263 |
|
|
2023
Q1 | $54 | Sell |
14
-317
| -96% | -$1.78K | ﹤0.01% | 5322 |
|
|
2022
Q4 | $1.82K | Sell |
331
-624
| -65% | -$3.26K | ﹤0.01% | 5266 |
|
|
2022
Q3 | $4K | Sell |
955
-3,532
| -79% | -$25.1K | ﹤0.01% | 5318 |
|
|
2022
Q2 | $37K | Buy |
4,487
+979
| +28% | +$11.3K | ﹤0.01% | 4676 |
|
|
2022
Q1 | $50K | Sell |
3,508
-3,925
| -53% | -$65.4K | ﹤0.01% | 4730 |
|
|
2021
Q4 | $151K | Buy |
7,433
+5,142
| +224% | +$120K | ﹤0.01% | 4511 |
|
|
2021
Q3 | $57K | Buy |
2,291
+1,099
| +92% | +$25.3K | ﹤0.01% | 4671 |
|
|
2021
Q2 | $24K | Sell |
1,192
-317
| -21% | -$6.49K | ﹤0.01% | 5202 |
|
|
2021
Q1 | $31K | Sell |
1,509
-2,529
| -63% | -$46.2K | ﹤0.01% | 4990 |
|
|
2020
Q4 | $78K | Buy |
4,038
+2,904
| +256% | +$47.5K | ﹤0.01% | 5732 |
|
|
2020
Q3 | $13K | Sell |
1,134
-1,720
| -60% | -$23.2K | ﹤0.01% | 6463 |
|
|
2020
Q2 | $38K | Buy |
2,854
+712
| +33% | +$6.62K | ﹤0.01% | 6194 |
|
|
2020
Q1 | $23K | Buy |
2,142
+689
| +47% | +$13.2K | ﹤0.01% | 6613 |
|
|
2019
Q4 | $35K | Buy |
+1,453
| New | +$26.8K | ﹤0.01% | 6606 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
