Charles Schwab Investment Management Inc Oportun Financial Corp Transaction History

Charles Schwab Investment Management Inc

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

24.4M

33.3K

53.2K

Ticker OPRT
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 32,927,300
Market Cap $127M
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...

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