Current Value of Holding

$666k

Shares

51.2k

% of Portfolio

0.00%

Average Buy Price

$6.13

Avg closing price
Price range

24 Jim Simons Oportun Financial Trades

Jim Simons acquired 51.2k Oportun Financial shares worth $666k. That's 0.00% of their equity portfolio (2321st largest holding). The first Oportun Financial trade was made in Q1 2020. Since then Jim Simons bought shares twelve more times and sold shares on eleven occasions. The stake costed the investor $314k, netting the investor a gain of 112% so far.

Avg closing price
Price range
Sold 48.9% shares (-48.9k shares) Q2 2026
Avg closing price $5.34
Price range $4.57 - $6.09
Sold 24.3% shares (-32.1k shares) Q1 2026
Avg closing price $5.28
Price range $4.13 - $6.05
Sold 36.5% shares (-76k shares) Q4 2025
Avg closing price $5.27
Price range $4.51 - $6.07
Sold 40.1% shares (-140k shares) Q3 2025
Avg closing price $6.45
Price range $5.63 - $7.69
Sold 28.7% shares (-140k shares) Q2 2025
Avg closing price $5.99
Price range $4.11 - $7.45
Increased shares by 14.8% (+62.9k shares) Q1 2025
Avg closing price $5.48
Price range $3.61 - $8.70
Increased shares by 22.5% (+77.9k shares) Q4 2024
Avg closing price $3.26
Price range $2.41 - $4.25
Increased shares by 52.7% (+120k shares) Q3 2024
Avg closing price $2.90
Price range $2.39 - $3.42
Increased shares by 16.1% (+31.4k shares) Q2 2024
Avg closing price $3.03
Price range $2.13 - $4.42
Increased shares by 12.1% (+21.1k shares) Q1 2024
Avg closing price $3.61
Price range $2.42 - $4.36
Increased shares by 69.6% (+71.6k shares) Q4 2023
Avg closing price $4.27
Price range $2.15 - $7.19
Sold 32.6% shares (-49.8k shares) Q3 2023
Avg closing price $6.60
Price range $5.25 - $7.61
Sold 20.6% shares (-39.6k shares) Q2 2023
Avg closing price $4.91
Price range $3.50 - $6.07
Sold 0.1% shares (-191 shares) Q1 2023
Avg closing price $5.62
Price range $2.45 - $7.83
Sold 21.7% shares (-53.2k shares) Q4 2022
Avg closing price $5.23
Price range $4.12 - $7.10
Increased shares by 185.4% (+160k shares) Q3 2022
Avg closing price $7.11
Price range $4.37 - $10.77
Increased shares by 160.1% (+53k shares) Q2 2022
Avg closing price $11.53
Price range $8.25 - $14.67
Increased shares by 51.8% (+11.3k shares) Q1 2022
Avg closing price $16.67
Price range $13.05 - $20.67
New holding (+21.8k shares) Q4 2021
Avg closing price $23.37
Price range $19.46 - $27.74
Sold -24.9k shares Q2 2021
Avg closing price $20.48
Price range $19.08 - $21.80

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