OPTFSNA
Old Point Trust & Financial Services N A’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Sell |
1,058
-4,500
| -81% | -$984K | 0.08% | 119 |
|
2025
Q1 | $777K | Hold |
5,558
| – | – | 0.27% | 72 |
|
2024
Q4 | $926K | Hold |
5,558
| – | – | 0.33% | 63 |
|
2024
Q3 | $947K | Hold |
5,558
| – | – | 0.34% | 61 |
|
2024
Q2 | $785K | Sell |
5,558
-129
| -2% | -$18.2K | 0.3% | 64 |
|
2024
Q1 | $714K | Hold |
5,687
| – | – | 0.26% | 64 |
|
2023
Q4 | $600K | Sell |
5,687
-1,031
| -15% | -$109K | 0.24% | 58 |
|
2023
Q3 | $712K | Hold |
6,718
| – | – | 0.32% | 52 |
|
2023
Q2 | $800K | Sell |
6,718
-689
| -9% | -$82.1K | 0.33% | 52 |
|
2023
Q1 | $688K | Buy |
7,407
+129
| +2% | +$12K | 0.3% | 53 |
|
2022
Q4 | $595K | Buy |
7,278
+61
| +0.8% | +$4.99K | 0.27% | 55 |
|
2022
Q3 | $441K | Buy |
+7,217
| New | +$441K | 0.22% | 60 |
|
2015
Q1 | – | Sell |
-5,416
| Closed | -$243K | – | 78 |
|
2014
Q4 | $243K | Hold |
5,416
| – | – | 0.15% | 74 |
|
2014
Q3 | $207K | Hold |
5,416
| – | – | 0.12% | 73 |
|
2014
Q2 | $220K | Hold |
5,416
| – | – | 0.13% | 72 |
|
2014
Q1 | $221K | Hold |
5,416
| – | – | 0.14% | 71 |
|
2013
Q4 | $207K | Buy |
+5,416
| New | +$207K | 0.14% | 71 |
|