OPTFSNA
Old Point Trust & Financial Services N A’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.3K | Sell |
1,000
-1,000
| -50% | -$79.3K | 0.03% | 159 |
|
|
2025
Q1 | $140K | Hold |
2,000
| – | – | 0.05% | 136 |
|
|
2024
Q4 | $145K | Hold |
2,000
| – | – | 0.05% | 131 |
|
|
2024
Q3 | $171K | Hold |
2,000
| – | – | 0.06% | 111 |
|
|
2024
Q2 | $157K | Sell |
2,000
-500
| -20% | -$39.4K | 0.06% | 113 |
|
|
2024
Q1 | $220K | Hold |
2,500
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $198K | Buy |
+2,500
| New | +$198K | 0.08% | 97 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$202K | – | 127 |
|
|
2023
Q2 | $202K | Buy |
+2,500
| New | +$202K | 0.08% | 83 |
|