Invesco’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $432K | Sell |
93,614
-6,513
| -7% | -$33.1K | ﹤0.01% | 3218 |
|
|
2025
Q4 | $530K | Sell |
100,127
-5,320
| -5% | -$28.1K | ﹤0.01% | 3176 |
|
|
2025
Q3 | $651K | Sell |
105,447
-379,045
| -78% | -$2.44M | ﹤0.01% | 3124 |
|
|
2025
Q2 | $3.47M | Buy |
484,492
+344,659
| +246% | +$2.07M | ﹤0.01% | 2363 |
|
|
2025
Q1 | $768K | Sell |
139,833
-25,045
| -15% | -$138K | ﹤0.01% | 2956 |
|
|
2024
Q4 | $640K | Sell |
164,878
-1,078
| -0.6% | -$3.48K | ﹤0.01% | 3128 |
|
|
2024
Q3 | $466K | Buy |
165,956
+729
| +0.4% | +$2.12K | ﹤0.01% | 3264 |
|
|
2024
Q2 | $479K | Buy |
165,227
+1,917
| +1% | +$5.81K | ﹤0.01% | 3283 |
|
|
2024
Q1 | $397K | Buy |
163,310
+55,954
| +52% | +$202K | ﹤0.01% | 3434 |
|
|
2023
Q4 | $420K | Sell |
107,356
-339,014
| -76% | -$1.45M | ﹤0.01% | 3310 |
|
|
2023
Q3 | $3.22M | Buy |
446,370
+341,102
| +324% | +$2.25M | ﹤0.01% | 2418 |
|
|
2023
Q2 | $628K | Sell |
105,268
-7,191
| -6% | -$35.3K | ﹤0.01% | 3128 |
|
|
2023
Q1 | $434K | Buy |
112,459
+1,841
| +2% | +$10.4K | ﹤0.01% | 3339 |
|
|
2022
Q4 | $610K | Buy |
110,618
+51,004
| +86% | +$267K | ﹤0.01% | 3186 |
|
|
2022
Q3 | $260K | Sell |
59,614
-2,874
| -5% | -$20.4K | ﹤0.01% | 3579 |
|
|
2022
Q2 | $516K | Buy |
62,488
+11,469
| +22% | +$132K | ﹤0.01% | 3308 |
|
|
2022
Q1 | $733K | Buy |
51,019
+19,759
| +63% | +$329K | ﹤0.01% | 3219 |
|
|
2021
Q4 | $633K | Sell |
31,260
-76,776
| -71% | -$1.79M | ﹤0.01% | 3285 |
|
|
2021
Q3 | $2.7M | Buy |
108,036
+76,459
| +242% | +$1.76M | ﹤0.01% | 2681 |
|
|
2021
Q2 | $633K | Buy |
31,577
+896
| +3% | +$18.4K | ﹤0.01% | 3310 |
|
|
2021
Q1 | $636K | Buy |
30,681
+5,274
| +21% | +$96.4K | ﹤0.01% | 3240 |
|
|
2020
Q4 | $493K | Buy |
25,407
+3,946
| +18% | +$64.5K | ﹤0.01% | 3213 |
|
|
2020
Q3 | $253K | Sell |
21,461
-321
| -1% | -$4.33K | ﹤0.01% | 3379 |
|
|
2020
Q2 | $293K | Buy |
21,782
+8,004
| +58% | +$74.4K | ﹤0.01% | 3343 |
|
|
2020
Q1 | $145K | Buy |
+13,778
| New | +$264K | ﹤0.01% | 3488 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
