FAM
Flaharty Asset Management’s Oportun Financial OPRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-60,000
| Closed | -$329K | – | 440 |
|
|
2025
Q1 | $329K | Buy |
60,000
+10,000
| +20% | +$54.9K | 0.05% | 88 |
|
|
2024
Q4 | $194K | Buy |
50,000
+5,000
| +11% | +$19.4K | 0.03% | 125 |
|
|
2024
Q3 | $126K | Buy |
45,000
+10,000
| +29% | +$28.1K | 0.02% | 144 |
|
|
2024
Q2 | $102K | Buy |
35,000
+15,000
| +75% | +$43.5K | 0.02% | 115 |
|
|
2024
Q1 | $48.6K | Sell |
20,000
-20,000
| -50% | -$48.6K | 0.01% | 118 |
|
|
2023
Q4 | $156K | Buy |
40,000
+36,000
| +900% | +$141K | 0.02% | 117 |
|
|
2023
Q3 | $28.9K | Buy |
+4,000
| New | +$28.9K | ﹤0.01% | 237 |
|
|
2023
Q1 | – | Sell |
-11,400
| Closed | -$62.8K | – | 116 |
|
|
2022
Q4 | $62.8K | Buy |
+11,400
| New | +$62.8K | 0.01% | 117 |
|