Ownership history in Summa Corp. · 9 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. reported a position in OPORTUN FINL CORP (OPRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 396,766 | -53,200 | -11.8% | 0.90% | $2.1M | $5.29 |
| 2025 Q3 | REDUCED | 449,966 | -115,372 | -20.4% | 1.22% | $2.8M | $6.17 |
| 2025 Q2 | ADDED | 565,338 | +3,000 | +0.5% | 2.10% | $4.0M | $7.16 |
| 2025 Q1 | REDUCED | 562,338 | -1,470 | -0.3% | 1.79% | $3.1M | $5.49 |
As of 2025 Q4 — sorted by position size