Findell Capital Management’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 | $20.3M | Sell |
2,836,300
-565,000
| -17% | -$4.05M | 9.89% | 4 |
|
2025
Q1 | $20.7M | Sell |
3,401,300
-68,300
| -2% | -$416K | 9.97% | 4 |
|
2024
Q4 | $13.5M | Hold |
3,469,600
| – | – | 5.51% | 5 |
|
2024
Q3 | $9.75M | Hold |
3,469,600
| – | – | 4.91% | 7 |
|
2024
Q2 | $10.1M | Buy |
3,469,600
+1,448,600
| +72% | +$4.2M | 4.85% | 7 |
|
2024
Q1 | $4.91M | Buy |
2,021,000
+21,000
| +1% | +$51K | 2.57% | 11 |
|
2023
Q4 | $7.82M | Buy |
+2,000,000
| New | +$7.82M | 4.92% | 9 |
|