Heron Bay 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	$176K	Buy	24,627 +9,127	+59%	+$65.3K	0.03%	89
2025 Q1	$85.1K	Buy	15,500 +170	+1%	+$933	0.02%	105
2024 Q4	$59.5K	Buy	15,330 +709	+5%	+$2.75K	0.01%	106
2024 Q3	$41.1K	Buy	+14,621	New	+$41.1K	0.01%	104