UBS Group’s OppFi OPFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.45M | Buy |
460,794
+179,083
| +64% | +$2.51M | ﹤0.01% | 2846 |
|
|
2025
Q1 | $2.62M | Buy |
281,711
+134,708
| +92% | +$1.25M | ﹤0.01% | 3510 |
|
|
2024
Q4 | $1.13M | Buy |
147,003
+125,668
| +589% | +$963K | ﹤0.01% | 4131 |
|
|
2024
Q3 | $101K | Buy |
21,335
+3,279
| +18% | +$15.5K | ﹤0.01% | 5173 |
|
|
2024
Q2 | $61.2K | Buy |
18,056
+7,279
| +68% | +$24.7K | ﹤0.01% | 5392 |
|
|
2024
Q1 | $26.9K | Sell |
10,777
-970
| -8% | -$2.43K | ﹤0.01% | 5609 |
|
|
2023
Q4 | $60.1K | Buy |
11,747
+5,476
| +87% | +$28K | ﹤0.01% | 5244 |
|
|
2023
Q3 | $15.8K | Sell |
6,271
-147
| -2% | -$370 | ﹤0.01% | 5786 |
|
|
2023
Q2 | $13.1K | Buy |
6,418
+2,329
| +57% | +$4.75K | ﹤0.01% | 5975 |
|
|
2023
Q1 | $8.38K | Sell |
4,089
-965
| -19% | -$1.98K | ﹤0.01% | 6635 |
|
|
2022
Q4 | $10.4K | Buy |
+5,054
| New | +$10.4K | ﹤0.01% | 7327 |
|
|
2022
Q3 | – | Sell |
-2,692
| Closed | -$9K | – | 9548 |
|
|
2022
Q2 | $9K | Buy |
2,692
+1,061
| +65% | +$3.55K | ﹤0.01% | 7122 |
|
|
2022
Q1 | $6K | Buy |
+1,631
| New | +$6K | ﹤0.01% | 7923 |
|
|
2021
Q3 | – | Sell |
-3
| Closed | – | – | 8650 |
|
|
2021
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 8485 |
|