Spire Wealth 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
Q3 | – | Sell |
-607
| Closed | -$3.62K | – | 2438 |
|
|
2023
Q2 | $3.62K | Hold |
607
| – | – | ﹤0.01% | 2075 |
|
|
2023
Q1 | $2.34K | Hold |
607
| – | – | ﹤0.01% | 2233 |
|
|
2022
Q4 | $3K | Hold |
607
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q3 | $3K | Hold |
607
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q2 | $5K | Hold |
607
| – | – | ﹤0.01% | 2141 |
|
|
2022
Q1 | $9K | Sell |
607
-196
| -24% | -$2.91K | ﹤0.01% | 2069 |
|
|
2021
Q4 | $16K | Hold |
803
| – | – | ﹤0.01% | 2205 |
|
|
2021
Q3 | $20K | Hold |
803
| – | – | ﹤0.01% | 1857 |
|
|
2021
Q2 | $16K | Hold |
803
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q1 | $17K | Buy |
+803
| New | +$17K | ﹤0.01% | 2218 |
|