Summa Corp. OPRT Holdings History
Number of Shares
562,338.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
1.79%
Total Estimate Gain
$1.14 Mil
% of Total Estimate Gain
47.49%
Summa Corp.'s Oportun Financial Corp Holding Summary
As of 2025-03-31, Summa Corp. held 562,338.00 shares of Oportun Financial Corp(OPRT), totaling $3.09 Mil. This investment constitutes 1.79% of their stock portfolio, and Summa Corp. now holds 1.56% of the outstanding Oportun Financial Corp(OPRT) stock.
The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $5.50 for 1,470.00 shares. Based on historical transaction data and OPRT's current price of $6.30, Summa Corp.'s estimated gain on his OPRT holdings is $1.14 Mil, reflecting a 47.49% gain to date.
Summa Corp. OPRT ($6.30) Holding Chart
Summa Corp. OPRT ($6.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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