Gratus Wealth Advisors’s Old Point Financial OPOF Stock Holding History

Gratus Wealth Advisors’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	-5,139	Closed	-$202K	–	137
2025 Q2	$202K	Buy	+5,139	New	+$199K	0.03%	128

Other funds holding OPOF

OPTFSNA

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

Gratus Wealth Advisors's OPOF Position: Q3 2025 in Review

Gratus Wealth Advisors sold out of Old Point Financial (OPOF) in Q3 2025, closing a stake of 5,139 shares — an estimated $202K sold.

Gratus Wealth Advisors first reported a position in OPOF in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 1 fund tracked by Wall St. Rank holds OPOF as of Q3 2025.

Gratus Wealth Advisors reported no remaining Old Point Financial position as of Q3 2025 after selling out during the quarter.
Gratus Wealth Advisors sold 5,139 Old Point Financial shares in Q3 2025, an estimated $202K.
Gratus Wealth Advisors first reported a position in Old Point Financial in Q2 2025 and held it in 1 quarter.
Gratus Wealth Advisors's Old Point Financial position peaked at $202K in Q2 2025.
1 fund tracked by Wall St. Rank held Old Point Financial as of Q3 2025.

Based on Gratus Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.