Stifel Financial’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-336,472
| Closed | -$818K | – | 3433 |
|
|
2024
Q1 | $818K | Buy |
336,472
+108,006
| +47% | +$262K | ﹤0.01% | 2310 |
|
|
2023
Q4 | $893K | Buy |
228,466
+13,488
| +6% | +$52.7K | ﹤0.01% | 2209 |
|
|
2023
Q3 | $1.55M | Sell |
214,978
-77,688
| -27% | -$561K | ﹤0.01% | 1762 |
|
|
2023
Q2 | $1.75M | Buy |
292,666
+100,820
| +53% | +$602K | ﹤0.01% | 1722 |
|
|
2023
Q1 | $741K | Buy |
191,846
+20,687
| +12% | +$79.9K | ﹤0.01% | 2272 |
|
|
2022
Q4 | $943K | Buy |
171,159
+23,670
| +16% | +$130K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $645K | Buy |
147,489
+69,790
| +90% | +$305K | ﹤0.01% | 2281 |
|
|
2022
Q2 | $643K | Buy |
77,699
+18,034
| +30% | +$149K | ﹤0.01% | 2316 |
|
|
2022
Q1 | $857K | Buy |
59,665
+4,360
| +8% | +$62.6K | ﹤0.01% | 2232 |
|
|
2021
Q4 | $1.12M | Buy |
55,305
+4,107
| +8% | +$83.2K | ﹤0.01% | 2046 |
|
|
2021
Q3 | $1.28M | Buy |
51,198
+3,680
| +8% | +$92.1K | ﹤0.01% | 1898 |
|
|
2021
Q2 | $952K | Buy |
47,518
+5,514
| +13% | +$110K | ﹤0.01% | 2144 |
|
|
2021
Q1 | $870K | Buy |
42,004
+7,001
| +20% | +$145K | ﹤0.01% | 2083 |
|
|
2020
Q4 | $678K | Buy |
35,003
+2,844
| +9% | +$55.1K | ﹤0.01% | 2126 |
|
|
2020
Q3 | $379K | Buy |
32,159
+1,338
| +4% | +$15.8K | ﹤0.01% | 2255 |
|
|
2020
Q2 | $414K | Buy |
30,821
+13
| +0% | +$175 | ﹤0.01% | 2167 |
|
|
2020
Q1 | $346K | Sell |
30,808
-232
| -0.7% | -$2.61K | ﹤0.01% | 2095 |
|
|
2019
Q4 | $722K | Buy |
+31,040
| New | +$722K | ﹤0.01% | 2035 |
|