Cresset Asset Management’s OppFi OPFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,175
Closed -$48.1K 1956
2024
Q3
$48.1K Sell
10,175
-6,090
-37% -$28.8K ﹤0.01% 2036
2024
Q2
$55.1K Sell
16,265
-8,735
-35% -$29.6K ﹤0.01% 1945
2024
Q1
$62.5K Hold
25,000
﹤0.01% 1833
2023
Q4
$128K Hold
25,000
﹤0.01% 1714
2023
Q3
$63K Hold
25,000
﹤0.01% 1697
2023
Q2
$51K Buy
+25,000
New +$51K ﹤0.01% 1711