Cornerstone Planning Group’s Old Point Financial OPOF Stock Holding History

Cornerstone Planning Group’s Portfolio OPOF Stock Details OPOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-9	Closed	-$362	–	1744
2025 Q2	$362	Buy	+9	New	+$349	﹤0.01%	1387

Other funds holding OPOF

OPTFSNA

Old Point Trust & Financial Services N A Newport News, Virginia $329M AUM 22.88% 1-Year Est. Return

Cornerstone Planning Group's OPOF Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Old Point Financial (OPOF) in Q3 2025, closing a stake of 9 shares — an estimated $362 sold.

Cornerstone Planning Group first reported a position in OPOF in Q2 2025 and held it in 1 quarter. The position peaked at $362 in Q2 2025. 1 fund tracked by Wall St. Rank holds OPOF as of Q3 2025.

Cornerstone Planning Group reported no remaining Old Point Financial position as of Q3 2025 after selling out during the quarter.
Cornerstone Planning Group sold 9 Old Point Financial shares in Q3 2025, an estimated $362.
Cornerstone Planning Group first reported a position in Old Point Financial in Q2 2025 and held it in 1 quarter.
Cornerstone Planning Group's Old Point Financial position peaked at $362 in Q2 2025.
1 fund tracked by Wall St. Rank held Old Point Financial as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.