Fidelity Investments’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 | $9.01K | Buy |
1,258
+310
| +33% | +$2.22K | ﹤0.01% | 4558 |
|
|
2025
Q1 | $5.21K | Buy |
948
+280
| +42% | +$1.54K | ﹤0.01% | 4688 |
|
|
2024
Q4 | $2.59K | Hold |
668
| – | – | ﹤0.01% | 4773 |
|
|
2024
Q3 | $1.88K | Hold |
668
| – | – | ﹤0.01% | 4819 |
|
|
2024
Q2 | $1.94K | Sell |
668
-3,446
| -84% | -$9.99K | ﹤0.01% | 4723 |
|
|
2024
Q1 | $10K | Sell |
4,114
-535
| -12% | -$1.3K | ﹤0.01% | 4273 |
|
|
2023
Q4 | $18.2K | Buy |
4,649
+3,488
| +300% | +$13.6K | ﹤0.01% | 3992 |
|
|
2023
Q3 | $8.38K | Buy |
1,161
+34
| +3% | +$245 | ﹤0.01% | 4173 |
|
|
2023
Q2 | $6.73K | Buy |
1,127
+406
| +56% | +$2.42K | ﹤0.01% | 4274 |
|
|
2023
Q1 | $2.78K | Sell |
721
-8,555
| -92% | -$33K | ﹤0.01% | 4542 |
|
|
2022
Q4 | $51.1K | Buy |
9,276
+6,489
| +233% | +$35.8K | ﹤0.01% | 3429 |
|
|
2022
Q3 | $12K | Sell |
2,787
-5,115
| -65% | -$22K | ﹤0.01% | 4026 |
|
|
2022
Q2 | $65K | Buy |
7,902
+735
| +10% | +$6.05K | ﹤0.01% | 3472 |
|
|
2022
Q1 | $103K | Buy |
7,167
+7,162
| +143,240% | +$103K | ﹤0.01% | 3434 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 4772 |
|
|
2021
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 4836 |
|
|
2020
Q2 | – | Sell |
-1,705,796
| Closed | -$18M | – | 4000 |
|
|
2020
Q1 | $18M | Hold |
1,705,796
| – | – | ﹤0.01% | 1450 |
|
|
2019
Q4 | $38.6M | Hold |
1,705,796
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q3 | $24.9M | Buy |
+1,705,796
| New | +$24.9M | ﹤0.01% | 1487 |
|