Nuveen 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
Q1 | – | Sell |
-71,824
| Closed | -$396K | – | 3125 |
|
|
2022
Q4 | $396K | Sell |
71,824
-8,916
| -11% | -$49.2K | ﹤0.01% | 2939 |
|
|
2022
Q3 | $353K | Sell |
80,740
-51,639
| -39% | -$226K | ﹤0.01% | 3025 |
|
|
2022
Q2 | $1.1M | Buy |
132,379
+54,228
| +69% | +$449K | ﹤0.01% | 2743 |
|
|
2022
Q1 | $1.11M | Buy |
78,151
+471
| +0.6% | +$6.7K | ﹤0.01% | 2781 |
|
|
2021
Q4 | $1.54M | Sell |
77,680
-6,163
| -7% | -$122K | ﹤0.01% | 2693 |
|
|
2021
Q3 | $2.05M | Sell |
83,843
-3,918
| -4% | -$95.8K | ﹤0.01% | 2664 |
|
|
2021
Q2 | $1.76M | Sell |
87,761
-3,132
| -3% | -$62.7K | ﹤0.01% | 2770 |
|
|
2021
Q1 | $1.88M | Sell |
90,893
-3,029
| -3% | -$62.8K | ﹤0.01% | 2647 |
|
|
2020
Q4 | $1.82M | Buy |
93,922
+728
| +0.8% | +$14.1K | ﹤0.01% | 2559 |
|
|
2020
Q3 | $1.1M | Sell |
93,194
-20,162
| -18% | -$238K | ﹤0.01% | 2645 |
|
|
2020
Q2 | $1.52M | Buy |
113,356
+101,795
| +881% | +$1.37M | ﹤0.01% | 2451 |
|
|
2020
Q1 | $122K | Hold |
11,561
| – | – | ﹤0.01% | 3044 |
|
|
2019
Q4 | $275K | Buy |
+11,561
| New | +$275K | ﹤0.01% | 3031 |
|