OPTFSNA
Old Point Trust & Financial Services N A’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Sell |
500
-201
| -29% | -$14.2K | 0.01% | 195 |
|
|
2025
Q1 | $51.4K | Hold |
701
| – | – | 0.02% | 184 |
|
|
2024
Q4 | $43.9K | Hold |
701
| – | – | 0.02% | 189 |
|
|
2024
Q3 | $46.2K | Hold |
701
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $50.6K | Sell |
701
-1,785
| -72% | -$129K | 0.02% | 152 |
|
|
2024
Q1 | $167K | Buy |
2,486
+485
| +24% | +$32.5K | 0.06% | 110 |
|
|
2023
Q4 | $132K | Buy |
+2,001
| New | +$132K | 0.05% | 107 |
|
|
2023
Q3 | – | Sell |
-2,501
| Closed | -$151K | – | 218 |
|
|
2023
Q2 | $151K | Buy |
+2,501
| New | +$151K | 0.06% | 92 |
|