Allworth Financial’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Hold |
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|
2025
Q1 | $624K | Buy |
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|
2024
Q4 | $580K | Buy |
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|
2024
Q3 | $2.16K | Hold |
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|
2024
Q2 | $2.3K | Hold |
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|
2024
Q1 | $2.16K | Hold |
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|
2023
Q4 | $2.44K | Sell |
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|
2023
Q3 | $2.24K | Hold |
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|
2023
Q2 | $1.79K | Buy |
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|
2023
Q1 | $2.02K | Hold |
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|
2022
Q4 | $3.12K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Buy |
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