Thomas J. Herzfeld Advisors’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,898
| Closed | -$29.9K | – | 146 |
|
|
2024
Q4 | $29.9K | Hold |
3,898
| – | – | 0.01% | 108 |
|
|
2024
Q3 | $18.4K | Sell |
3,898
-2,000
| -34% | -$9.46K | 0.01% | 116 |
|
|
2024
Q2 | $20K | Hold |
5,898
| – | – | 0.01% | 122 |
|
|
2024
Q1 | $14.1K | Hold |
5,898
| – | – | 0.01% | 115 |
|
|
2023
Q4 | $30.2K | Hold |
5,898
| – | – | 0.01% | 107 |
|
|
2023
Q3 | $14.9K | Hold |
5,898
| – | – | 0.01% | 163 |
|
|
2023
Q2 | $12K | Hold |
5,898
| – | – | ﹤0.01% | 168 |
|
|
2023
Q1 | $12.1K | Hold |
5,898
| – | – | ﹤0.01% | 148 |
|
|
2022
Q4 | $12.1K | Hold |
5,898
| – | – | 0.01% | 152 |
|
|
2022
Q3 | $14K | Sell |
5,898
-1,102
| -16% | -$2.62K | 0.01% | 132 |
|
|
2022
Q2 | $23K | Buy |
+7,000
| New | +$23K | 0.01% | 130 |
|