OPTFSNA
Old Point Trust & Financial Services N A’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
4,122
+490
| +13% | +$134K | 0.39% | 56 |
|
|
2025
Q1 | $975K | Sell |
3,632
-140
| -4% | -$37.6K | 0.34% | 61 |
|
|
2024
Q4 | $1.26M | Buy |
3,772
+50
| +1% | +$16.7K | 0.44% | 50 |
|
|
2024
Q3 | $1.02M | Buy |
3,722
+120
| +3% | +$32.8K | 0.37% | 57 |
|
|
2024
Q2 | $926K | Buy |
3,602
+1,449
| +67% | +$373K | 0.36% | 57 |
|
|
2024
Q1 | $648K | Buy |
2,153
+1,575
| +272% | +$474K | 0.24% | 68 |
|
|
2023
Q4 | $152K | Buy |
+578
| New | +$152K | 0.06% | 102 |
|
|
2023
Q3 | – | Sell |
-107
| Closed | -$22.6K | – | 128 |
|
|
2023
Q2 | $22.6K | Buy |
+107
| New | +$22.6K | 0.01% | 157 |
|