OPTFSNA
Old Point Trust & Financial Services N A’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
101,051
+1,764
| +2% | +$76.3K | 1.53% | 22 |
|
|
2025
Q1 | $4.5M | Sell |
99,287
-966
| -1% | -$43.8K | 1.58% | 23 |
|
|
2024
Q4 | $4.01M | Sell |
100,253
-854
| -0.8% | -$34.2K | 1.41% | 23 |
|
|
2024
Q3 | $4.54M | Buy |
101,107
+10,179
| +11% | +$457K | 1.63% | 24 |
|
|
2024
Q2 | $3.75M | Sell |
90,928
-56
| -0.1% | -$2.31K | 1.45% | 23 |
|
|
2024
Q1 | $3.82M | Buy |
90,984
+7,605
| +9% | +$319K | 1.39% | 24 |
|
|
2023
Q4 | $3.14M | Buy |
83,379
+2,774
| +3% | +$105K | 1.27% | 26 |
|
|
2023
Q3 | $2.61M | Sell |
80,605
-2,087
| -3% | -$67.6K | 1.18% | 29 |
|
|
2023
Q2 | $3.08M | Buy |
82,692
+149
| +0.2% | +$5.54K | 1.28% | 26 |
|
|
2023
Q1 | $3.21M | Buy |
82,543
+6,054
| +8% | +$235K | 1.4% | 25 |
|
|
2022
Q4 | $3.01M | Buy |
76,489
+2,750
| +4% | +$108K | 1.39% | 26 |
|
|
2022
Q3 | $2.8M | Sell |
73,739
-12,666
| -15% | -$481K | 1.41% | 26 |
|
|
2022
Q2 | $4.39M | Sell |
86,405
-10,341
| -11% | -$525K | 2.03% | 20 |
|
|
2022
Q1 | $4.93M | Sell |
96,746
-580
| -0.6% | -$29.5K | 2.02% | 20 |
|
|
2021
Q4 | $5.06M | Sell |
97,326
-1,702
| -2% | -$88.4K | 2.03% | 21 |
|
|
2021
Q3 | $5.35M | Sell |
99,028
-1,671
| -2% | -$90.3K | 2.38% | 16 |
|
|
2021
Q2 | $5.64M | Sell |
100,699
-788
| -0.8% | -$44.2K | 2.49% | 16 |
|
|
2021
Q1 | $5.9M | Buy |
101,487
+4,764
| +5% | +$277K | 2.74% | 12 |
|
|
2020
Q4 | $5.68M | Sell |
96,723
-3,743
| -4% | -$220K | 2.91% | 12 |
|
|
2020
Q3 | $5.98M | Buy |
100,466
+852
| +0.9% | +$50.7K | 3.29% | 10 |
|
|
2020
Q2 | $5.49M | Buy |
99,614
+1,629
| +2% | +$89.8K | 3.01% | 11 |
|
|
2020
Q1 | $5.27M | Buy |
97,985
+266
| +0.3% | +$14.3K | 3.31% | 10 |
|
|
2019
Q4 | $6M | Sell |
97,719
-460
| -0.5% | -$28.2K | 2.76% | 14 |
|
|
2019
Q3 | $5.93M | Buy |
98,179
+1,600
| +2% | +$96.6K | 2.88% | 10 |
|
|
2019
Q2 | $5.52M | Sell |
96,579
-1,175
| -1% | -$67.1K | 2.81% | 10 |
|
|
2019
Q1 | $5.78M | Buy |
97,754
+365
| +0.4% | +$21.6K | 3% | 11 |
|
|
2018
Q4 | $5.48M | Buy |
97,389
+650
| +0.7% | +$36.5K | 3.23% | 11 |
|
|
2018
Q3 | $5.17M | Buy |
96,739
+809
| +0.8% | +$43.2K | 2.67% | 15 |
|
|
2018
Q2 | $4.83M | Sell |
95,930
-1,018
| -1% | -$51.2K | 2.65% | 15 |
|
|
2018
Q1 | $4.64M | Buy |
96,948
+1,924
| +2% | +$92K | 2.62% | 14 |
|
|
2017
Q4 | $5.03M | Buy |
95,024
+800
| +0.8% | +$42.3K | 2.72% | 12 |
|
|
2017
Q3 | $4.66M | Buy |
94,224
+239
| +0.3% | +$11.8K | 2.62% | 14 |
|
|
2017
Q2 | $4.2M | Buy |
93,985
+1,620
| +2% | +$72.3K | 2.44% | 15 |
|
|
2017
Q1 | $4.5M | Buy |
92,365
+406
| +0.4% | +$19.8K | 2.6% | 13 |
|
|
2016
Q4 | $4.91M | Buy |
91,959
+2,256
| +3% | +$120K | 2.94% | 12 |
|
|
2016
Q3 | $4.66M | Buy |
89,703
+50
| +0.1% | +$2.6K | 2.87% | 12 |
|
|
2016
Q2 | $5.01M | Sell |
89,653
-2,524
| -3% | -$141K | 3.11% | 12 |
|
|
2016
Q1 | $4.99M | Buy |
92,177
+750
| +0.8% | +$40.6K | 3.12% | 11 |
|
|
2015
Q4 | $4.23M | Buy |
91,427
+4,200
| +5% | +$194K | 2.75% | 12 |
|
|
2015
Q3 | $3.8M | Sell |
87,227
-2,100
| -2% | -$91.4K | 2.7% | 13 |
|
|
2015
Q2 | $4.16M | Buy |
89,327
+850
| +1% | +$39.6K | 2.7% | 15 |
|
|
2015
Q1 | $4.3M | Sell |
88,477
-5,050
| -5% | -$246K | 2.77% | 15 |
|
|
2014
Q4 | $4.38M | Sell |
93,527
-1,300
| -1% | -$60.8K | 2.63% | 15 |
|
|
2014
Q3 | $4.74M | Buy |
94,827
+693
| +0.7% | +$34.6K | 2.84% | 14 |
|
|
2014
Q2 | $4.61M | Sell |
94,134
-1,515
| -2% | -$74.1K | 2.75% | 13 |
|
|
2014
Q1 | $4.55M | Sell |
95,649
-484
| -0.5% | -$23K | 2.85% | 12 |
|
|
2013
Q4 | $4.72M | Sell |
96,133
-514
| -0.5% | -$25.3K | 3.09% | 10 |
|
|
2013
Q3 | $4.51M | Buy |
96,647
+1,956
| +2% | +$91.3K | 3.12% | 9 |
|
|
2013
Q2 | $4.77M | Buy |
+94,691
| New | +$4.77M | 3.39% | 8 |
|