Jacobs Levy Equity Management’s Oportun Financial OPRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$79K Hold
2025
Q2
$91.7K Sell
2025
Q1
$115K Sell
2024
Q4
$418K Sell
2024
Q3
$495K Sell
2024
Q2
$801K Buy
2024
Q1
$636K Sell
2023
Q4
$1.2M Buy
2023
Q3
$238K Buy
2022
Q4
Sell
2022
Q3
$148K Sell
2022
Q2
$1.25M Buy
2022
Q1
$544K Buy