Wells Fargo’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
+21,486
| New | +$154K | ﹤0.01% | 4533 |
|
|
2025
Q1 | – | Sell |
-113
| Closed | -$438 | – | 6622 |
|
|
2024
Q4 | $438 | Hold |
113
| – | – | ﹤0.01% | 5815 |
|
|
2024
Q3 | $318 | Hold |
113
| – | – | ﹤0.01% | 5793 |
|
|
2024
Q2 | $328 | Sell |
113
-219
| -66% | -$636 | ﹤0.01% | 5791 |
|
|
2024
Q1 | $807 | Sell |
332
-918
| -73% | -$2.23K | ﹤0.01% | 5804 |
|
|
2023
Q4 | $4.89K | Sell |
1,250
-131,850
| -99% | -$515K | ﹤0.01% | 5516 |
|
|
2023
Q3 | $961K | Sell |
133,100
-3,679
| -3% | -$26.6K | ﹤0.01% | 3115 |
|
|
2023
Q2 | $817K | Sell |
136,779
-7,891
| -5% | -$47.1K | ﹤0.01% | 3415 |
|
|
2023
Q1 | $558K | Buy |
144,670
+3,275
| +2% | +$12.6K | ﹤0.01% | 3528 |
|
|
2022
Q4 | $779K | Sell |
141,395
-9,402
| -6% | -$51.8K | ﹤0.01% | 3185 |
|
|
2022
Q3 | $660K | Sell |
150,797
-5,991
| -4% | -$26.2K | ﹤0.01% | 3295 |
|
|
2022
Q2 | $1.3M | Sell |
156,788
-25,355
| -14% | -$210K | ﹤0.01% | 2942 |
|
|
2022
Q1 | $2.62M | Buy |
182,143
+12,271
| +7% | +$176K | ﹤0.01% | 2872 |
|
|
2021
Q4 | $3.44M | Buy |
169,872
+8,554
| +5% | +$173K | ﹤0.01% | 2782 |
|
|
2021
Q3 | $4.04M | Buy |
161,318
+3,912
| +2% | +$97.9K | ﹤0.01% | 2894 |
|
|
2021
Q2 | $3.15M | Sell |
157,406
-53,095
| -25% | -$1.06M | ﹤0.01% | 3138 |
|
|
2021
Q1 | $4.36M | Sell |
210,501
-38,822
| -16% | -$804K | ﹤0.01% | 2838 |
|
|
2020
Q4 | $4.83M | Sell |
249,323
-5,214
| -2% | -$101K | ﹤0.01% | 2765 |
|
|
2020
Q3 | $3M | Sell |
254,537
-12,074
| -5% | -$142K | ﹤0.01% | 2944 |
|
|
2020
Q2 | $3.58M | Buy |
266,611
+34,279
| +15% | +$461K | ﹤0.01% | 2748 |
|
|
2020
Q1 | $2.45M | Sell |
232,332
-1,195
| -0.5% | -$12.6K | ﹤0.01% | 2774 |
|
|
2019
Q4 | $5.56M | Buy |
233,527
+228,912
| +4,960% | +$5.45M | ﹤0.01% | 2450 |
|
|
2019
Q3 | $75K | Buy |
+4,615
| New | +$75K | ﹤0.01% | 5177 |
|