Oportun Finl Corp shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of Oportun Finl Corp (OPRT) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in Oportun Finl Corp
Tip: Access up to 7 years of quarterly data
All positions including Oportun Finl Corp held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Oportun Finl Corp by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21k | 3.4k | 6.17 |
| 2025-06-30 | $25k | 3.4k | 7.16 |
| 2023-03-31 | $6.6k | 1.7k | 3.86 |
| 2022-12-31 | $11k | 1.7k | 6.18 |
| 2022-09-30 | $7.0k | 1.7k | 4.08 |
| 2022-06-30 | $14k | 1.7k | 8.15 |
| 2022-03-31 | $25k | 1.7k | 14.56 |
| 2021-12-31 | $35k | 1.7k | 20.38 |
| 2021-09-30 | $43k | 1.7k | 25.04 |
| 2021-06-30 | $34k | 1.7k | 19.80 |
| 2021-03-31 | $36k | 1.7k | 20.97 |
| 2020-12-31 | $33k | 1.7k | 19.22 |
| 2020-09-30 | $20k | 1.7k | 11.65 |
| 2020-06-30 | $23k | 1.7k | 13.40 |
| 2020-03-31 | $7.0k | 623 | 11.24 |
| 2019-12-31 | $15k | 623 | 24.08 |
More positions owned by Summit Investment Advisors
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