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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $361K | Sell |
78,412
-18,155
| -19% | -$92.4K | ﹤0.01% | 6303 |
|
|
2025
Q4 | $511K | Buy |
96,567
+11,645
| +14% | +$61.4K | ﹤0.01% | 6076 |
|
|
2025
Q3 | $524K | Buy |
84,922
+36,579
| +76% | +$236K | ﹤0.01% | 6058 |
|
|
2025
Q2 | $346K | Buy |
48,343
+20,382
| +73% | +$122K | ﹤0.01% | 6322 |
|
|
2025
Q1 | $154K | Buy |
27,961
+25,166
| +900% | +$138K | ﹤0.01% | 6725 |
|
|
2024
Q4 | $10.8K | Buy |
2,795
+1,757
| +169% | +$5.67K | ﹤0.01% | 8274 |
|
|
2024
Q3 | $2.92K | Buy |
1,038
+926
| +827% | +$2.69K | ﹤0.01% | 8341 |
|
|
2024
Q2 | $325 | Sell |
112
-10,066
| -99% | -$30.5K | ﹤0.01% | 8979 |
|
|
2024
Q1 | $24.7K | Sell |
10,178
-26,372
| -72% | -$95.3K | ﹤0.01% | 6826 |
|
|
2023
Q4 | $143K | Buy |
36,550
+34,803
| +1,992% | +$149K | ﹤0.01% | 5976 |
|
|
2023
Q3 | $12.6K | Buy |
1,747
+1,469
| +528% | +$9.69K | ﹤0.01% | 7014 |
|
|
2023
Q2 | $1.66K | Sell |
278
-15,800
| -98% | -$77.5K | ﹤0.01% | 7878 |
|
|
2023
Q1 | $62.1K | Buy |
16,078
+6,589
| +69% | +$37.1K | ﹤0.01% | 6281 |
|
|
2022
Q4 | $52.3K | Buy |
9,489
+9,147
| +2,675% | +$47.8K | ﹤0.01% | 6735 |
|
|
2022
Q3 | $1K | Sell |
342
-1,634
| -83% | -$11.6K | ﹤0.01% | 10003 |
|
|
2022
Q2 | $16K | Sell |
1,976
-6,797
| -77% | -$78.4K | ﹤0.01% | 7206 |
|
|
2022
Q1 | $126K | Sell |
8,773
-2,288
| -21% | -$38.1K | ﹤0.01% | 5724 |
|
|
2021
Q4 | $224K | Buy |
11,061
+10,320
| +1,393% | +$241K | ﹤0.01% | 5588 |
|
|
2021
Q3 | $19K | Sell |
741
-1,051
| -59% | -$24.2K | ﹤0.01% | 7215 |
|
|
2021
Q2 | $36K | Sell |
1,792
-3,064
| -63% | -$62.8K | ﹤0.01% | 6746 |
|
|
2021
Q1 | $100K | Sell |
4,856
-82
| -2% | -$1.5K | ﹤0.01% | 5965 |
|
|
2020
Q4 | $96K | Buy |
4,938
+4,323
| +703% | +$70.7K | ﹤0.01% | 5713 |
|
|
2020
Q3 | $7K | Sell |
615
-6,148
| -91% | -$82.9K | ﹤0.01% | 7131 |
|
|
2020
Q2 | $91K | Buy |
6,763
+464
| +7% | +$4.31K | ﹤0.01% | 5372 |
|
|
2020
Q1 | $66K | Sell |
6,299
-3,148
| -33% | -$60.4K | ﹤0.01% | 5605 |
|
|
2019
Q4 | $225K | Buy |
9,447
+8,284
| +712% | +$153K | ﹤0.01% | 5532 |
|
|
2019
Q3 | $19K | Buy |
+1,163
| New | +$18.9K | ﹤0.01% | 6768 |
|
Other funds holding OPRT
FCM
FCM
VCM
LFCM
SC
