Old Point Trust & Financial Services N A’s Brighthouse Financial Series C Preferred Stock BHFAN Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio BHFAN Stock Details BHFAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,500	Closed	-$31K	–	341
2024 Q3	$31K	Hold	1,500	–	–	0.01%	184
2024 Q2	$29.4K	Hold	1,500	–	–	0.01%	179
2024 Q1	$31K	Hold	1,500	–	–	0.01%	179
2023 Q4	$27.6K	Buy	+1,500	New	+$25.3K	0.01%	158
2023 Q3	–	Sell	-1,500	Closed	-$24.7K	–	105
2023 Q2	$24.7K	Buy	+1,500	New	+$25K	0.01%	152

Other funds holding BHFAN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Old Point Trust & Financial Services N A's BHFAN Position: Q4 2024 in Review

Old Point Trust & Financial Services N A sold out of Brighthouse Financial Series C Preferred Stock (BHFAN) in Q4 2024, closing a stake of 1,500 shares — an estimated $31K sold.

Old Point Trust & Financial Services N A first reported a position in BHFAN in Q2 2023 and held it in 5 quarters. The position peaked at $31K in Q3 2024. 2 funds tracked by Wall St. Rank hold BHFAN as of Q4 2024.

Old Point Trust & Financial Services N A reported no remaining Brighthouse Financial Series C Preferred Stock position as of Q4 2024 after selling out during the quarter.
Old Point Trust & Financial Services N A sold 1,500 Brighthouse Financial Series C Preferred Stock shares in Q4 2024, an estimated $31K.
Old Point Trust & Financial Services N A first reported a position in Brighthouse Financial Series C Preferred Stock in Q2 2023 and held it in 5 quarters.
Old Point Trust & Financial Services N A's Brighthouse Financial Series C Preferred Stock position peaked at $31K in Q3 2024.
2 funds tracked by Wall St. Rank held Brighthouse Financial Series C Preferred Stock as of Q4 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q4 2024, filed 11 Feb 2025.