LPL Financial’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,152
| Closed | -$106K | – | 4522 |
|
|
2022
Q4 | $106K | Sell |
19,152
-3,121
| -14% | -$17.2K | ﹤0.01% | 4128 |
|
|
2022
Q3 | $97K | Sell |
22,273
-30,934
| -58% | -$135K | ﹤0.01% | 4081 |
|
|
2022
Q2 | $440K | Buy |
53,207
+29,597
| +125% | +$245K | ﹤0.01% | 3297 |
|
|
2022
Q1 | $339K | Sell |
23,610
-995
| -4% | -$14.3K | ﹤0.01% | 3479 |
|
|
2021
Q4 | $498K | Sell |
24,605
-1,458
| -6% | -$29.5K | ﹤0.01% | 3275 |
|
|
2021
Q3 | $652K | Buy |
26,063
+2,779
| +12% | +$69.5K | ﹤0.01% | 2972 |
|
|
2021
Q2 | $466K | Buy |
23,284
+326
| +1% | +$6.52K | ﹤0.01% | 3211 |
|
|
2021
Q1 | $475K | Buy |
22,958
+679
| +3% | +$14K | ﹤0.01% | 3055 |
|
|
2020
Q4 | $432K | Buy |
22,279
+95
| +0.4% | +$1.84K | ﹤0.01% | 2877 |
|
|
2020
Q3 | $262K | Buy |
22,184
+290
| +1% | +$3.43K | ﹤0.01% | 2988 |
|
|
2020
Q2 | $294K | Buy |
21,894
+1,478
| +7% | +$19.8K | ﹤0.01% | 2829 |
|
|
2020
Q1 | $215K | Buy |
20,416
+1,267
| +7% | +$13.3K | ﹤0.01% | 2744 |
|
|
2019
Q4 | $456K | Buy |
19,149
+1,374
| +8% | +$32.7K | ﹤0.01% | 2452 |
|
|
2019
Q3 | $288K | Buy |
+17,775
| New | +$288K | ﹤0.01% | 2709 |
|