RhumbLine Advisers’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 | $215K | Sell |
46,676
-577
| -1% | -$2.94K | ﹤0.01% | 3085 |
|
|
2025
Q4 | $250K | Sell |
47,253
-4,214
| -8% | -$22.2K | ﹤0.01% | 3070 |
|
|
2025
Q3 | $318K | Buy |
51,467
+2,817
| +6% | +$18.1K | ﹤0.01% | 2954 |
|
|
2025
Q2 | $348K | Buy |
+48,650
| New | +$292K | ﹤0.01% | 2905 |
|
|
2024
Q3 | – | Sell |
-1,357
| Closed | -$3.94K | – | 4293 |
|
|
2024
Q2 | $3.94K | Hold |
1,357
| – | – | ﹤0.01% | 4119 |
|
|
2024
Q1 | $3.3K | Hold |
1,357
| – | – | ﹤0.01% | 4037 |
|
|
2023
Q4 | $5.3K | Hold |
1,357
| – | – | ﹤0.01% | 3972 |
|
|
2023
Q3 | $9.8K | Sell |
1,357
-1,298
| -49% | -$8.56K | ﹤0.01% | 3877 |
|
|
2023
Q2 | $15.8K | Sell |
2,655
-40,156
| -94% | -$197K | ﹤0.01% | 3852 |
|
|
2023
Q1 | $165K | Sell |
42,811
-160
| -0.4% | -$900 | ﹤0.01% | 2779 |
|
|
2022
Q4 | $237K | Buy |
42,971
+1,054
| +3% | +$5.51K | ﹤0.01% | 2747 |
|
|
2022
Q3 | $183K | Buy |
41,917
+2,279
| +6% | +$16.2K | ﹤0.01% | 2915 |
|
|
2022
Q2 | $328K | Buy |
39,638
+13,551
| +52% | +$156K | ﹤0.01% | 2714 |
|
|
2022
Q1 | $375K | Buy |
26,087
+1,784
| +7% | +$29.7K | ﹤0.01% | 2552 |
|
|
2021
Q4 | $492K | Sell |
24,303
-329
| -1% | -$7.69K | ﹤0.01% | 2515 |
|
|
2021
Q3 | $617K | Buy |
24,632
+835
| +4% | +$19.2K | ﹤0.01% | 2443 |
|
|
2021
Q2 | $477K | Sell |
23,797
-2,196
| -8% | -$45K | ﹤0.01% | 2584 |
|
|
2021
Q1 | $538K | Sell |
25,993
-745
| -3% | -$13.6K | ﹤0.01% | 2462 |
|
|
2020
Q4 | $518K | Buy |
26,738
+4,154
| +18% | +$67.9K | ﹤0.01% | 2432 |
|
|
2020
Q3 | $266K | Sell |
22,584
-4,165
| -16% | -$56.2K | ﹤0.01% | 2565 |
|
|
2020
Q2 | $360K | Buy |
+26,749
| New | +$249K | ﹤0.01% | 2483 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
