Global Retirement Partners’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,500
| Closed | -$4.35K | – | 3594 |
|
|
2024
Q2 | $4.35K | Hold |
1,500
| – | – | ﹤0.01% | 2675 |
|
|
2024
Q1 | $3.65K | Buy |
+1,500
| New | +$3.65K | ﹤0.01% | 2525 |
|
|
2023
Q1 | – | Sell |
-85
| Closed | -$468 | – | 3300 |
|
|
2022
Q4 | $468 | Hold |
85
| – | – | ﹤0.01% | 2773 |
|
|
2022
Q3 | $0 | Hold |
85
| – | – | ﹤0.01% | 2895 |
|
|
2022
Q2 | $1K | Hold |
85
| – | – | ﹤0.01% | 2505 |
|
|
2022
Q1 | $1K | Buy |
+85
| New | +$1K | ﹤0.01% | 2469 |
|
|
2021
Q4 | – | Sell |
-1,213
| Closed | -$30K | – | 1301 |
|
|
2021
Q3 | $30K | Sell |
1,213
-26
| -2% | -$643 | ﹤0.01% | 1051 |
|
|
2021
Q2 | $25K | Buy |
1,239
+25
| +2% | +$504 | ﹤0.01% | 1118 |
|
|
2021
Q1 | $25K | Buy |
1,214
+167
| +16% | +$3.44K | ﹤0.01% | 1034 |
|
|
2020
Q4 | $20K | Buy |
1,047
+80
| +8% | +$1.53K | ﹤0.01% | 1035 |
|
|
2020
Q3 | $11K | Hold |
967
| – | – | ﹤0.01% | 1116 |
|
|
2020
Q2 | $13K | Buy |
967
+197
| +26% | +$2.65K | ﹤0.01% | 1040 |
|
|
2020
Q1 | $8K | Hold |
770
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q4 | $18K | Hold |
770
| – | – | ﹤0.01% | 975 |
|
|
2019
Q3 | $12K | Buy |
+770
| New | +$12K | ﹤0.01% | 1081 |
|