Morgan Stanley’s OppFi OPFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.83M Buy
631,339
+225,970
+56% +$3.16M ﹤0.01% 3550
2025
Q1
$3.77M Sell
405,369
-31,459
-7% -$293K ﹤0.01% 4166
2024
Q4
$3.35M Buy
436,828
+83,049
+23% +$636K ﹤0.01% 4315
2024
Q3
$1.67M Sell
353,779
-18,933
-5% -$89.6K ﹤0.01% 4750
2024
Q2
$1.26M Buy
372,712
+2,745
+0.7% +$9.31K ﹤0.01% 4831
2024
Q1
$925K Sell
369,967
-340,525
-48% -$851K ﹤0.01% 4989
2023
Q4
$3.64M Buy
710,492
+451,745
+175% +$2.31M ﹤0.01% 4573
2023
Q3
$652K Buy
258,747
+197,513
+323% +$498K ﹤0.01% 5040
2023
Q2
$125K Buy
61,234
+35,763
+140% +$73K ﹤0.01% 5846
2023
Q1
$52.2K Buy
25,471
+4,733
+23% +$9.7K ﹤0.01% 6274
2022
Q4
$42.5K Buy
20,738
+3,327
+19% +$6.82K ﹤0.01% 6362
2022
Q3
$40K Sell
17,411
-2,938
-14% -$6.75K ﹤0.01% 6501
2022
Q2
$66K Buy
20,349
+920
+5% +$2.98K ﹤0.01% 6483
2022
Q1
$67K Buy
19,429
+14,356
+283% +$49.5K ﹤0.01% 6549
2021
Q4
$22K Buy
5,073
+159
+3% +$690 ﹤0.01% 7185
2021
Q3
$39K Buy
4,914
+296
+6% +$2.35K ﹤0.01% 6825
2021
Q2
$47K Sell
4,618
-3,366
-42% -$34.3K ﹤0.01% 6697
2021
Q1
$81K Buy
7,984
+7,889
+8,304% +$80K ﹤0.01% 6120
2020
Q4
$1K Buy
+95
New +$1K ﹤0.01% 6956