Empowered Funds’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	$871K	Buy	188,920 +16,887	+10%	+$86K	0.01%	1460
2025 Q4	$910K	Buy	172,033 +17,349	+11%	+$91.5K	0.02%	660
2025 Q3	$954K	Buy	154,684 +17,973	+13%	+$116K	0.01%	1196
2025 Q2	$979K	Buy	136,711 +11,731	+9%	+$70.4K	0.01%	1081
2025 Q1	$686K	Buy	124,980 +8,752	+8%	+$48.1K	0.01%	1117
2024 Q4	$451K	Buy	116,228 +5,608	+5%	+$18.1K	0.01%	1224
2024 Q3	$311K	Buy	110,620 +5,628	+5%	+$16.3K	﹤0.01%	1242
2024 Q2	$304K	Buy	104,992 +7,560	+8%	+$22.9K	0.01%	1203
2024 Q1	$237K	Buy	97,432 +7,350	+8%	+$26.6K	﹤0.01%	1272
2023 Q4	$352K	Buy	90,082 +8,064	+10%	+$34.4K	0.01%	1073
2023 Q3	$592K	Buy	82,018 +40,477	+97%	+$267K	0.02%	855
2023 Q2	$248K	Buy	+41,541	New	+$204K	0.01%	1016