Optimum Investment Advisors’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 527 |
|
|
2025
Q1 | $4.65K | Buy |
+500
| New | +$4.65K | ﹤0.01% | 562 |
|
|
2022
Q3 | – | Sell |
-3,430
| Closed | -$11K | – | 842 |
|
|
2022
Q2 | $11K | Sell |
3,430
-9,000
| -72% | -$28.9K | 0.01% | 595 |
|
|
2022
Q1 | $43K | Sell |
12,430
-430
| -3% | -$1.49K | 0.02% | 462 |
|
|
2021
Q4 | $58K | Buy |
12,860
+3,430
| +36% | +$15.5K | 0.02% | 437 |
|
|
2021
Q3 | $74K | Sell |
9,430
-1,970
| -17% | -$15.5K | 0.03% | 383 |
|
|
2021
Q2 | $116K | Buy |
+11,400
| New | +$116K | 0.04% | 350 |
|