OPTFSNA
Old Point Trust & Financial Services N A’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
4,383
+500
| +13% | +$70.1K | 0.21% | 84 |
|
|
2025
Q1 | $508K | Hold |
3,883
| – | – | 0.18% | 90 |
|
|
2024
Q4 | $510K | Sell |
3,883
-450
| -10% | -$59.1K | 0.18% | 83 |
|
|
2024
Q3 | $539K | Hold |
4,333
| – | – | 0.19% | 77 |
|
|
2024
Q2 | $386K | Buy |
4,333
+984
| +29% | +$87.7K | 0.15% | 85 |
|
|
2024
Q1 | $326K | Buy |
+3,349
| New | +$326K | 0.12% | 93 |
|