Federated Hermes’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 | $146K | Sell |
20,427
-24,908
| -55% | -$178K | ﹤0.01% | 1541 |
|
|
2025
Q1 | $249K | Sell |
45,335
-44,960
| -50% | -$247K | ﹤0.01% | 1461 |
|
|
2024
Q4 | $350K | Sell |
90,295
-9,705
| -10% | -$37.7K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $281K | Buy |
100,000
+50,000
| +100% | +$141K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $145K | Sell |
50,000
-40,000
| -44% | -$116K | ﹤0.01% | 1522 |
|
|
2024
Q1 | $219K | Buy |
90,000
+9,200
| +11% | +$22.4K | ﹤0.01% | 1478 |
|
|
2023
Q4 | $316K | Buy |
80,800
+30,611
| +61% | +$120K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $362K | Sell |
50,189
-29,811
| -37% | -$215K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $478K | Sell |
80,000
-100,000
| -56% | -$597K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $695K | Buy |
180,000
+80,000
| +80% | +$309K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $551K | Buy |
100,000
+19,842
| +25% | +$109K | ﹤0.01% | 1339 |
|
|
2022
Q3 | $351K | Buy |
80,158
+50,158
| +167% | +$220K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $248K | Buy |
30,000
+5,067
| +20% | +$41.9K | ﹤0.01% | 1503 |
|
|
2022
Q1 | $358K | Sell |
24,933
-9,067
| -27% | -$130K | ﹤0.01% | 1518 |
|
|
2021
Q4 | $689K | Sell |
34,000
-16,426
| -33% | -$333K | ﹤0.01% | 1390 |
|
|
2021
Q3 | $1.26M | Sell |
50,426
-49,672
| -50% | -$1.24M | ﹤0.01% | 1202 |
|
|
2021
Q2 | $2.01M | Sell |
100,098
-60,000
| -37% | -$1.2M | ﹤0.01% | 1100 |
|
|
2021
Q1 | $3.32M | Buy |
160,098
+34,444
| +27% | +$713K | 0.01% | 962 |
|
|
2020
Q4 | $2.43M | Sell |
125,654
-24,983
| -17% | -$484K | 0.01% | 993 |
|
|
2020
Q3 | $1.78M | Buy |
150,637
+20,637
| +16% | +$243K | ﹤0.01% | 1043 |
|
|
2020
Q2 | $1.75M | Buy |
130,000
+29,592
| +29% | +$398K | ﹤0.01% | 1034 |
|
|
2020
Q1 | $1.06M | Buy |
100,408
+25,408
| +34% | +$268K | ﹤0.01% | 1118 |
|
|
2019
Q4 | $1.79M | Sell |
75,000
-25,000
| -25% | -$595K | ﹤0.01% | 1061 |
|
|
2019
Q3 | $1.62M | Buy |
+100,000
| New | +$1.62M | ﹤0.01% | 1107 |
|