Geneos Wealth Management’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-270
| Closed | -$1.49K | – | 2084 |
|
|
2022
Q4 | $1.49K | Hold |
270
| – | – | ﹤0.01% | 1917 |
|
|
2022
Q3 | $1K | Hold |
270
| – | – | ﹤0.01% | 1953 |
|
|
2022
Q2 | $2K | Hold |
270
| – | – | ﹤0.01% | 2411 |
|
|
2022
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 2480 |
|
|
2021
Q4 | $5K | Hold |
270
| – | – | ﹤0.01% | 2410 |
|
|
2021
Q3 | $6K | Hold |
270
| – | – | ﹤0.01% | 2402 |
|
|
2021
Q2 | $5K | Hold |
270
| – | – | ﹤0.01% | 2454 |
|
|
2021
Q1 | $5K | Sell |
270
-270
| -50% | -$5K | ﹤0.01% | 2662 |
|
|
2020
Q4 | $10K | Buy |
540
+270
| +100% | +$5K | ﹤0.01% | 2221 |
|
|
2020
Q3 | $3K | Hold |
270
| – | – | ﹤0.01% | 2332 |
|
|
2020
Q2 | $3K | Hold |
270
| – | – | ﹤0.01% | 2292 |
|
|
2020
Q1 | $3K | Hold |
270
| – | – | ﹤0.01% | 2190 |
|
|
2019
Q4 | $6K | Buy |
+270
| New | +$6K | ﹤0.01% | 2150 |
|