Heron Bay Capital Management’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,219
| Closed | -$101K | – | 128 |
|
|
2024
Q4 | $101K | Sell |
13,219
-34,881
| -73% | -$267K | 0.02% | 98 |
|
|
2024
Q3 | $228K | Buy |
48,100
+2,255
| +5% | +$10.7K | 0.05% | 77 |
|
|
2024
Q2 | $155K | Buy |
45,845
+57
| +0.1% | +$193 | 0.03% | 87 |
|
|
2024
Q1 | $114K | Buy |
45,788
+7,141
| +18% | +$17.9K | 0.02% | 94 |
|
|
2023
Q4 | $198K | Buy |
38,647
+11,330
| +41% | +$58K | 0.05% | 79 |
|
|
2023
Q3 | $68.8K | Buy |
+27,317
| New | +$68.8K | 0.02% | 90 |
|