Old Point Trust & Financial Services N A Purchases in Q1 2025

Old Point Trust & Financial Services N A

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
262
+ 0.29%
$105.44 - $118.93 $27.6K - $31.2K
90.1K $10.7M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.4K
+ 1343.08%
$23.32 - $23.84 $756K - $773K
34.8K $815K
VGIT
Vanguard Intermediate Term Tre

ETFs
12K
+ 552.06%
$57.44 - $59.4 $691K - $715K
14.2K $844K
PG
Procter & Gamble CO

Consumer Defensive
2.88K
+ 5.32%
$158.56 - $176.26 $457K - $508K
57K $9.71M
PM
Philip Morris International Inc.

Consumer Defensive
900
+ 7.34%
$117.15 - $158.79 $105K - $143K
13.2K $2.09M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.61K
+ 454.84%
$76.94 - $78.28 $585K - $595K
9.28K $726K
V
Visa Inc.

Financial Services
715
+ 12.71%
$306.92 - $362.71 $219K - $259K
6.34K $2.22M
T
At&T Inc.

Communication Services
1.74K
+ 2.56%
$21.56 - $28.28 $37.5K - $49.2K
69.7K $1.97M
WRB
Berkley W R Corp

Financial Services
2.68K
+ 15.71%
$56.7 - $71.27 $152K - $191K
19.7K $1.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.72K
+ 262.38%
$79.17 - $82.04 $373K - $387K
6.51K $532K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
3.08K
+ 87.01%
$90.0 - $96.32 $277K - $297K
6.62K $610K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.95K
+ 105.94%
$63.77 - $71.36 $188K - $210K
5.73K $394K
JCPB
J P Morgan Exchange Traded Fd

ETFs
4.02K
+ 399.11%
$45.56 - $47.23 $183K - $190K
5.02K $236K
KMB
Kimberly Clark Corp

Consumer Defensive
600
+ 8.02%
$124.46 - $147.4 $74.7K - $88.4K
8.08K $1.15M
CB
Chubb LTD

Financial Services
210
+ 5.37%
$257.71 - $301.99 $54.1K - $63.4K
4.12K $1.24M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.95K
+ 86.34%
$22.77 - $22.94 $158K - $159K
15K $344K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
387
+ 15.97%
$507.05 - $563.67 $196K - $218K
2.81K $1.44M
JEF
Jefferies Financial Group Inc.

Financial Services
2.59K
New
$52.22 - $81.31 $135K - $211K
2.59K $138K
DUK
Duke Energy Corp

Utilities
948
+ 87.62%
$105.87 - $121.97 $100K - $116K
2.03K $247K
CG
Carlyle Group Inc.

Financial Services
3K
New
$40.03 - $56.96 $120K - $171K
3K $130K
IWF
Ishares Russell 1000 Gr ETF

ETFs
510
+ 31.84%
$360.07 - $417.26 $184K - $213K
2.11K $762K
MO
Altria Group, Inc.

Consumer Defensive
300
+ 2.39%
$50.81 - $60.02 $15.2K - $18K
12.8K $771K
SPYG
Spdr Portfolio

ETFs
1.35K
New
$80.05 - $92.39 $108K - $124K
1.35K $108K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.2K
+ 11.35%
$19.43 - $19.62 $101K - $102K
51K $998K
CL
Colgate Palmolive CO

Consumer Defensive
1K
+ 51.52%
$85.68 - $97.5 $85.7K - $97.5K
2.94K $275K
AEP
American Electric Power CO Inc

Utilities
800
New
$90.32 - $109.27 $72.3K - $87.4K
800 $87K
MDLZ
Mondelez International, Inc.

Consumer Defensive
541
+ 9.14%
$56.12 - $68.15 $30.4K - $36.9K
6.46K $438K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.55K
+ 10.03%
$20.05 - $20.4 $71.1K - $72.3K
38.9K $791K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.25K
+ 44.52%
$22.11 - $22.43 $71.9K - $72.9K
10.6K $236K
VICI
Vici Properties Inc.

Real Estate
1.4K
+ 27.18%
$28.21 - $32.68 $39.5K - $45.8K
6.55K $213K
SJM
J M Smucker CO

Consumer Defensive
516
New
$100.41 - $118.41 $51.8K - $61.1K
516 $61K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.45K
+ 83.24%
$37.07 - $40.63 $53.8K - $58.9K
3.19K $125K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.97K
+ 9.64%
$19.42 - $19.54 $57.6K - $57.9K
33.7K $656K
NMAI
Nuveen Multi Asset Income Fund

ETFs
4.1K
New
$11.9 - $12.65 $48.8K - $51.9K
4.1K $49K
ZTR
Virtus Total Return Fund Inc.

Financial
8K
New
$5.67 - $6.1 $45.4K - $48.8K
8K $47K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2K
+ 125.0%
$23.29 - $23.38 $46.6K - $46.8K
3.6K $84K
CLX
Clorox CO

Consumer Defensive
500
+ 27.03%
$141.76 - $162.89 $70.9K - $81.4K
2.35K $346K
XEL
Xcel Energy Inc

Utilities
584
New
$63.37 - $72.1 $37K - $42.1K
584 $41K
JPM
Jpmorgan Chase & CO

Financial Services
60
+ 1.33%
$225.19 - $279.95 $13.5K - $16.8K
4.57K $1.12M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
554
New
$69.69 - $79.99 $38.6K - $44.3K
554 $39K
HUN
Huntsman Corp

Basic Materials
2.5K
New
$15.79 - $18.04 $39.5K - $45.1K
2.5K $39K
BP
Bp PLC

Energy
984
+ 984.0%
$29.93 - $35.31 $29.5K - $34.7K
1.08K $36K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.32K
+ 231.58%
$24.05 - $24.86 $31.7K - $32.8K
1.89K $46K
PRU
Prudential Financial Inc

Financial Services
200
+ 200.0%
$105.04 - $122.33 $21K - $24.5K
300 $33K
CSX
Csx Corp

Industrials
2.1K
+ 15.11%
$29.11 - $33.67 $61.1K - $70.7K
16K $470K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
950
+ 82.61%
$21.77 - $22.25 $20.7K - $21.1K
2.1K $46K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
95
New
$95.85 - $99.25 $9.11K - $9.43K
95 $9K
IWR
Ishares Russell Mid Cap ETF

ETFs
92
New
$82.81 - $92.93 $7.62K - $8.55K
92 $7K
OEF
Ishares S&P 100 ETF

ETFs
27
New
N/A
27 $7K
Activity Summary
Buys All Purchases 64 New Holdings 17 Increased Positions 47 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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