Algert Global’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,673
| Closed | -$271K | – | 1207 |
|
|
2024
Q4 | $271K | Buy |
+12,673
| New | +$271K | 0.01% | 1010 |
|
|
2024
Q3 | – | Sell |
-14,031
| Closed | -$242K | – | 1268 |
|
|
2024
Q2 | $242K | Sell |
14,031
-61,985
| -82% | -$1.07M | 0.01% | 1210 |
|
|
2024
Q1 | $1.36M | Sell |
76,016
-45,270
| -37% | -$808K | 0.05% | 538 |
|
|
2023
Q4 | $2.45M | Sell |
121,286
-106,900
| -47% | -$2.16M | 0.1% | 353 |
|
|
2023
Q3 | $3.78M | Buy |
228,186
+24,114
| +12% | +$400K | 0.18% | 176 |
|
|
2023
Q2 | $2.71M | Buy |
204,072
+134,936
| +195% | +$1.79M | 0.12% | 276 |
|
|
2023
Q1 | $1.15M | Buy |
69,136
+5,336
| +8% | +$89K | 0.05% | 591 |
|
|
2022
Q4 | $1.64M | Buy |
63,800
+35,180
| +123% | +$906K | 0.09% | 362 |
|
|
2022
Q3 | $725K | Buy |
28,620
+12,869
| +82% | +$326K | 0.04% | 678 |
|
|
2022
Q2 | $391K | Hold |
15,751
| – | – | 0.03% | 838 |
|
|
2022
Q1 | $366K | Sell |
15,751
-2,034
| -11% | -$47.3K | 0.02% | 915 |
|
|
2021
Q4 | $381K | Hold |
17,785
| – | – | 0.05% | 644 |
|
|
2021
Q3 | $362K | Buy |
+17,785
| New | +$362K | 0.05% | 681 |
|