Family 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 |
-53,672
| Closed | -$254K | – | 208 |
|
|
2024
Q3 | $254K | Sell |
53,672
-13,498
| -20% | -$63.8K | 0.04% | 144 |
|
|
2024
Q2 | $228K | Sell |
67,170
-19,002
| -22% | -$64.4K | 0.04% | 131 |
|
|
2024
Q1 | $215K | Hold |
86,172
| – | – | 0.04% | 142 |
|
|
2023
Q4 | $441K | Sell |
86,172
-5,000
| -5% | -$25.6K | 0.09% | 97 |
|
|
2023
Q3 | $230K | Sell |
91,172
-192,703
| -68% | -$486K | 0.05% | 115 |
|
|
2023
Q2 | $579K | Hold |
283,875
| – | – | 0.13% | 75 |
|
|
2023
Q1 | $582K | Hold |
283,875
| – | – | 0.13% | 71 |
|
|
2022
Q4 | $582K | Hold |
283,875
| – | – | 0.14% | 81 |
|
|
2022
Q3 | $653K | Buy |
+283,875
| New | +$653K | 0.17% | 72 |
|