OPTFSNA
Old Point Trust & Financial Services N A’s Elevance Health ELV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
1,707
+140
| +9% | +$54.5K | 0.23% | 78 |
|
|
2025
Q1 | $682K | Sell |
1,567
-340
| -18% | -$148K | 0.24% | 79 |
|
|
2024
Q4 | $703K | Sell |
1,907
-40
| -2% | -$14.8K | 0.25% | 75 |
|
|
2024
Q3 | $1.01M | Buy |
1,947
+265
| +16% | +$138K | 0.36% | 58 |
|
|
2024
Q2 | $911K | Buy |
1,682
+225
| +15% | +$122K | 0.35% | 58 |
|
|
2024
Q1 | $756K | Buy |
1,457
+535
| +58% | +$277K | 0.27% | 62 |
|
|
2023
Q4 | $435K | Buy |
+922
| New | +$435K | 0.18% | 73 |
|
|
2023
Q3 | – | Sell |
-218
| Closed | -$96.9K | – | 143 |
|
|
2023
Q2 | $96.9K | Buy |
+218
| New | +$96.9K | 0.04% | 106 |
|