Steward Partners Investment Advisory’s OppFi OPFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$119K	Buy	8,479 +7,479	+748%	+$105K	﹤0.01%	2011
2025 Q1	$9.3K	Hold	1,000	–	–	﹤0.01%	3132
2024 Q4	$7.66K	Buy	+1,000	New	+$7.66K	﹤0.01%	3208
2024 Q2	–	Sell	-15,941	Closed	-$39.9K	–	3686
2024 Q1	$39.9K	Buy	+15,941	New	+$39.9K	﹤0.01%	2218