Marshall Wace’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 | $4.12M | Sell |
575,110
-529,145
| -48% | -$3.79M | ﹤0.01% | 1138 |
|
2025
Q1 | $6.06M | Buy |
1,104,255
+813,996
| +280% | +$4.47M | 0.01% | 906 |
|
2024
Q4 | $1.13M | Buy |
290,259
+129
| +0% | +$501 | ﹤0.01% | 1558 |
|
2024
Q3 | $815K | Buy |
290,130
+15,161
| +6% | +$42.6K | ﹤0.01% | 1603 |
|
2024
Q2 | $797K | Buy |
274,969
+95,637
| +53% | +$277K | ﹤0.01% | 1619 |
|
2024
Q1 | $436K | Sell |
179,332
-56,669
| -24% | -$138K | ﹤0.01% | 1743 |
|
2023
Q4 | $923K | Buy |
236,001
+156,369
| +196% | +$611K | ﹤0.01% | 1243 |
|
2023
Q3 | $575K | Buy |
79,632
+64,832
| +438% | +$468K | ﹤0.01% | 1402 |
|
2023
Q2 | $88.4K | Buy |
+14,800
| New | +$88.4K | ﹤0.01% | 1889 |
|
2022
Q3 | – | Sell |
-335,312
| Closed | -$2.77M | – | 2937 |
|
2022
Q2 | $2.77M | Buy |
335,312
+114,805
| +52% | +$949K | 0.01% | 1459 |
|
2022
Q1 | $3.17M | Buy |
220,507
+33,389
| +18% | +$479K | 0.01% | 1445 |
|
2021
Q4 | $3.79M | Buy |
+187,118
| New | +$3.79M | 0.01% | 1346 |
|
2020
Q1 | – | Sell |
-7,055
| Closed | -$168K | – | 1909 |
|
2019
Q4 | $168K | Buy |
+7,055
| New | +$168K | ﹤0.01% | 1329 |
|