Citigroup’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 | $80.5K | Buy |
11,238
+9,263
| +469% | +$66.3K | ﹤0.01% | 3795 |
|
2025
Q1 | $10.8K | Sell |
1,975
-26,837
| -93% | -$147K | ﹤0.01% | 4413 |
|
2024
Q4 | $112K | Buy |
28,812
+28,808
| +720,200% | +$112K | ﹤0.01% | 3936 |
|
2024
Q3 | $11 | Hold |
4
| – | – | ﹤0.01% | 4785 |
|
2024
Q2 | $12 | Sell |
4
-82
| -95% | -$246 | ﹤0.01% | 4725 |
|
2024
Q1 | $209 | Hold |
86
| – | – | ﹤0.01% | 4682 |
|
2023
Q4 | $336 | Sell |
86
-89,364
| -100% | -$349K | ﹤0.01% | 4705 |
|
2023
Q3 | $646K | Buy |
89,450
+89,040
| +21,717% | +$643K | ﹤0.01% | 2229 |
|
2023
Q2 | $2.45K | Buy |
410
+396
| +2,829% | +$2.36K | ﹤0.01% | 4525 |
|
2023
Q1 | $54 | Sell |
14
-317
| -96% | -$1.22K | ﹤0.01% | 4585 |
|
2022
Q4 | $1.82K | Sell |
331
-624
| -65% | -$3.44K | ﹤0.01% | 4496 |
|
2022
Q3 | $4K | Sell |
955
-3,532
| -79% | -$14.8K | ﹤0.01% | 4526 |
|
2022
Q2 | $37K | Buy |
4,487
+979
| +28% | +$8.07K | ﹤0.01% | 3990 |
|
2022
Q1 | $50K | Sell |
3,508
-3,925
| -53% | -$55.9K | ﹤0.01% | 4029 |
|
2021
Q4 | $151K | Buy |
7,433
+5,142
| +224% | +$104K | ﹤0.01% | 3755 |
|
2021
Q3 | $57K | Buy |
2,291
+1,099
| +92% | +$27.3K | ﹤0.01% | 3928 |
|
2021
Q2 | $24K | Sell |
1,192
-317
| -21% | -$6.38K | ﹤0.01% | 4525 |
|
2021
Q1 | $31K | Sell |
1,509
-2,529
| -63% | -$52K | ﹤0.01% | 4327 |
|
2020
Q4 | $78K | Buy |
4,038
+2,904
| +256% | +$56.1K | ﹤0.01% | 3837 |
|
2020
Q3 | $13K | Sell |
1,134
-1,720
| -60% | -$19.7K | ﹤0.01% | 4183 |
|
2020
Q2 | $38K | Buy |
2,854
+712
| +33% | +$9.48K | ﹤0.01% | 3903 |
|
2020
Q1 | $23K | Buy |
2,142
+689
| +47% | +$7.4K | ﹤0.01% | 4301 |
|
2019
Q4 | $35K | Buy |
+1,453
| New | +$35K | ﹤0.01% | 4209 |
|