A detailed history of Charles Schwab Investment Management Inc transactions in Oportun Financial Corp stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 13,044 shares of OPRT stock, worth $37,827. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,044
Previous 13,044 -0.0%
Holding current value
$37,827
Previous $51,000 39.22%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$2.15 - $7.19 $138,245 - $462,317
-64,300 Reduced 83.14%
13,044 $51,000
Q2 2023

Aug 09, 2023

SELL
$3.5 - $6.07 $222,390 - $385,687
-63,540 Reduced 45.1%
77,344 $461,000
Q4 2022

Feb 13, 2023

BUY
$4.12 - $7.1 $13,657 - $23,536
3,315 Added 2.41%
140,884 $776,000
Q3 2022

Nov 14, 2022

SELL
$4.37 - $10.77 $411,409 - $1.01 Million
-94,144 Reduced 40.63%
137,569 $602,000
Q2 2022

Aug 15, 2022

BUY
$8.25 - $14.67 $187,720 - $333,801
22,754 Added 10.89%
231,713 $1.92 Million
Q1 2022

May 13, 2022

BUY
$13.05 - $20.67 $870,108 - $1.38 Million
66,675 Added 46.86%
208,959 $3 Million
Q4 2021

Feb 11, 2022

BUY
$19.46 - $27.74 $129,486 - $184,581
6,654 Added 4.91%
142,284 $2.88 Million
Q3 2021

Nov 16, 2021

BUY
$19.69 - $25.65 $113,946 - $148,436
5,787 Added 4.46%
135,630 $3.4 Million
Q2 2021

Aug 16, 2021

BUY
$19.08 - $21.8 $98,700 - $112,771
5,173 Added 4.15%
129,843 $2.6 Million
Q1 2021

May 17, 2021

BUY
$15.46 - $22.41 $21,272 - $30,836
1,376 Added 1.12%
124,670 $2.58 Million
Q4 2020

Feb 16, 2021

BUY
$12.84 - $19.74 $88,531 - $136,107
6,895 Added 5.92%
123,294 $2.39 Million
Q3 2020

Nov 13, 2020

BUY
$11.22 - $15.41 $490,448 - $673,601
43,712 Added 60.14%
116,399 $1.37 Million
Q2 2020

Aug 14, 2020

BUY
$5.28 - $15.15 $154,281 - $442,683
29,220 Added 67.22%
72,687 $977,000
Q1 2020

May 15, 2020

BUY
$10.11 - $23.73 $5,418 - $12,719
536 Added 1.25%
43,467 $459,000
Q4 2019

Feb 07, 2020

BUY
$14.42 - $24.75 $619,065 - $1.06 Million
42,931 New
42,931 $1.02 Million

Others Institutions Holding OPRT

About Oportun Financial Corp


  • Ticker OPRT
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 32,927,300
  • Market Cap $95.5M
  • Description
  • Oportun Financial Corporation provides financial services. It offers personal loans, auto loans, and credit cards. The company serves customers online and over-the-phone, as well as through retail locations. It operates in 24 states in the United States, which include Arkansas, Delaware, Indiana, Kentucky, Mississippi, Montana, North Dakota, New...
More about OPRT
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