UBS Group’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
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|
2025
Q1 | $154K | Buy |
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|
2024
Q4 | $10.8K | Buy |
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|
2024
Q3 | $2.92K | Buy |
|
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|
2024
Q2 | $325 | Sell |
|
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|
2024
Q1 | $24.7K | Sell |
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|
2023
Q4 | $143K | Buy |
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|
2023
Q3 | $12.6K | Buy |
|
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|
2023
Q2 | $1.66K | Sell |
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|
2023
Q1 | $62.1K | Buy |
|
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|
2022
Q4 | $52.3K | Buy |
|
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $16K | Sell |
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|
2022
Q1 | $126K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $100K | Sell |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $7K | Sell |
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|
2020
Q2 | $91K | Buy |
|
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|
2020
Q1 | $66K | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2019
Q3 | $19K | Buy |
|