Venturi Wealth Management’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 |
-2,000
| Closed | -$4.86K | – | 1527 |
|
|
2024
Q1 | $4.86K | Hold |
2,000
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q4 | $7.82K | Buy |
2,000
+1,165
| +140% | +$4.56K | ﹤0.01% | 934 |
|
|
2023
Q3 | $6.03K | Hold |
835
| – | – | ﹤0.01% | 923 |
|
|
2023
Q2 | $4.99K | Hold |
835
| – | – | ﹤0.01% | 753 |
|
|
2023
Q1 | $3.22K | Buy |
+835
| New | +$3.22K | ﹤0.01% | 917 |
|