Mitsubishi UFJ Asset Management’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,532
| Closed | -$61.6K | – | 1579 |
|
|
2023
Q3 | $61.6K | Hold |
8,532
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $50.9K | Buy |
8,532
+1,659
| +24% | +$9.9K | ﹤0.01% | 1103 |
|
|
2023
Q1 | $26.5K | Hold |
6,873
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q4 | $38.8K | Buy |
6,873
+1,043
| +18% | +$5.88K | ﹤0.01% | 1116 |
|
|
2022
Q3 | $25K | Buy |
5,830
+1,252
| +27% | +$5.37K | ﹤0.01% | 1125 |
|
|
2022
Q2 | $38K | Hold |
4,578
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q1 | $66K | Hold |
4,578
| – | – | ﹤0.01% | 1137 |
|
|
2021
Q4 | $94K | Buy |
4,578
+1,448
| +46% | +$29.7K | ﹤0.01% | 1120 |
|
|
2021
Q3 | $78K | Hold |
3,130
| – | – | ﹤0.01% | 1108 |
|
|
2021
Q2 | $63K | Buy |
3,130
+841
| +37% | +$16.9K | ﹤0.01% | 1120 |
|
|
2021
Q1 | $47K | Buy |
2,289
+785
| +52% | +$16.1K | ﹤0.01% | 1028 |
|
|
2020
Q4 | $29K | Buy |
+1,504
| New | +$29K | ﹤0.01% | 1023 |
|
|
2020
Q2 | – | Sell |
-1,184
| Closed | -$12K | – | 1025 |
|
|
2020
Q1 | $12K | Buy |
1,184
+175
| +17% | +$1.77K | ﹤0.01% | 1000 |
|
|
2019
Q4 | $24K | Buy |
+1,009
| New | +$24K | ﹤0.01% | 1011 |
|