Punch & Associates Investment Management’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-865,935
| Closed | -$7.16M | – | 233 |
|
|
2022
Q2 | $7.16M | Sell |
865,935
-27,461
| -3% | -$227K | 0.5% | 88 |
|
|
2022
Q1 | $12.8M | Buy |
893,396
+57,377
| +7% | +$824K | 0.73% | 34 |
|
|
2021
Q4 | $16.9M | Buy |
836,019
+9,679
| +1% | +$196K | 0.89% | 22 |
|
|
2021
Q3 | $20.7M | Buy |
826,340
+12,820
| +2% | +$321K | 1.18% | 14 |
|
|
2021
Q2 | $16.3M | Buy |
813,520
+631,764
| +348% | +$12.7M | 0.92% | 22 |
|
|
2021
Q1 | $3.76M | Buy |
+181,756
| New | +$3.76M | 0.23% | 143 |
|