Jacobs Levy Equity 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 | $91.7K | Sell |
12,810
-8,104
| -39% | -$58K | ﹤0.01% | 1008 |
|
|
2025
Q1 | $115K | Sell |
20,914
-86,696
| -81% | -$476K | ﹤0.01% | 1044 |
|
|
2024
Q4 | $418K | Sell |
107,610
-68,508
| -39% | -$266K | ﹤0.01% | 839 |
|
|
2024
Q3 | $495K | Sell |
176,118
-100,135
| -36% | -$281K | ﹤0.01% | 832 |
|
|
2024
Q2 | $801K | Buy |
276,253
+14,658
| +6% | +$42.5K | ﹤0.01% | 780 |
|
|
2024
Q1 | $636K | Sell |
261,595
-46,191
| -15% | -$112K | ﹤0.01% | 789 |
|
|
2023
Q4 | $1.2M | Buy |
307,786
+274,806
| +833% | +$1.07M | 0.01% | 686 |
|
|
2023
Q3 | $238K | Buy |
+32,980
| New | +$238K | ﹤0.01% | 907 |
|
|
2022
Q4 | – | Sell |
-33,787
| Closed | -$148K | – | 1012 |
|
|
2022
Q3 | $148K | Sell |
33,787
-117,871
| -78% | -$516K | ﹤0.01% | 949 |
|
|
2022
Q2 | $1.25M | Buy |
151,658
+113,741
| +300% | +$940K | 0.01% | 700 |
|
|
2022
Q1 | $544K | Buy |
+37,917
| New | +$544K | ﹤0.01% | 848 |
|