Morgan Stanley’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $580K | Sell |
125,834
-221,394
| -64% | -$1.13M | ﹤0.01% | 5415 |
|
|
2025
Q4 | $1.84M | Buy |
347,228
+37,664
| +12% | +$199K | ﹤0.01% | 4870 |
|
|
2025
Q3 | $1.91M | Buy |
309,564
+83,786
| +37% | +$540K | ﹤0.01% | 4822 |
|
|
2025
Q2 | $1.62M | Buy |
225,778
+37,636
| +20% | +$226K | ﹤0.01% | 4839 |
|
|
2025
Q1 | $1.03M | Buy |
188,142
+123,229
| +190% | +$678K | ﹤0.01% | 4983 |
|
|
2024
Q4 | $252K | Buy |
64,913
+900
| +1% | +$2.9K | ﹤0.01% | 5703 |
|
|
2024
Q3 | $180K | Sell |
64,013
-199,194
| -76% | -$578K | ﹤0.01% | 5787 |
|
|
2024
Q2 | $763K | Sell |
263,207
-92,164
| -26% | -$279K | ﹤0.01% | 5114 |
|
|
2024
Q1 | $864K | Sell |
355,371
-417,131
| -54% | -$1.51M | ﹤0.01% | 5046 |
|
|
2023
Q4 | $3.02M | Buy |
772,502
+454,971
| +143% | +$1.94M | ﹤0.01% | 4711 |
|
|
2023
Q3 | $2.29M | Buy |
317,531
+105,983
| +50% | +$699K | ﹤0.01% | 4302 |
|
|
2023
Q2 | $1.26M | Sell |
211,548
-16,211
| -7% | -$79.6K | ﹤0.01% | 4690 |
|
|
2023
Q1 | $879K | Sell |
227,759
-42,431
| -16% | -$239K | ﹤0.01% | 4933 |
|
|
2022
Q4 | $1.49M | Sell |
270,190
-662,511
| -71% | -$3.47M | ﹤0.01% | 4643 |
|
|
2022
Q3 | $4.08M | Buy |
932,701
+668,535
| +253% | +$4.75M | ﹤0.01% | 3860 |
|
|
2022
Q2 | $2.19M | Buy |
264,166
+120,612
| +84% | +$1.39M | ﹤0.01% | 4461 |
|
|
2022
Q1 | $2.06M | Sell |
143,554
-22,976
| -14% | -$383K | ﹤0.01% | 4504 |
|
|
2021
Q4 | $3.37M | Buy |
166,530
+62,770
| +60% | +$1.47M | ﹤0.01% | 4133 |
|
|
2021
Q3 | $2.6M | Buy |
103,760
+48,060
| +86% | +$1.11M | ﹤0.01% | 4358 |
|
|
2021
Q2 | $1.12M | Buy |
55,700
+43,289
| +349% | +$887K | ﹤0.01% | 5015 |
|
|
2021
Q1 | $257K | Sell |
12,411
-2,225
| -15% | -$40.7K | ﹤0.01% | 5508 |
|
|
2020
Q4 | $283K | Buy |
14,636
+12,910
| +748% | +$211K | ﹤0.01% | 5408 |
|
|
2020
Q3 | $20K | Sell |
1,726
-45,750
| -96% | -$617K | ﹤0.01% | 6067 |
|
|
2020
Q2 | $638K | Buy |
47,476
+46,899
| +8,128% | +$436K | ﹤0.01% | 4476 |
|
|
2020
Q1 | $6K | Sell |
577
-9,345
| -94% | -$179K | ﹤0.01% | 6155 |
|
|
2019
Q4 | $237K | Buy |
+9,922
| New | +$183K | ﹤0.01% | 5345 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
