Allworth Financial’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Hold |
32,976
| – | – | ﹤0.01% | 752 |
|
|
2025
Q1 | $624K | Buy |
32,976
+4,942
| +18% | +$93.5K | ﹤0.01% | 632 |
|
|
2024
Q4 | $580K | Buy |
28,034
+27,913
| +23,069% | +$578K | ﹤0.01% | 654 |
|
|
2024
Q3 | $2.16K | Hold |
121
| – | – | ﹤0.01% | 2937 |
|
|
2024
Q2 | $2.3K | Hold |
121
| – | – | ﹤0.01% | 2859 |
|
|
2024
Q1 | $2.16K | Hold |
121
| – | – | ﹤0.01% | 2776 |
|
|
2023
Q4 | $2.44K | Sell |
121
-14
| -10% | -$283 | ﹤0.01% | 2591 |
|
|
2023
Q3 | $2.24K | Hold |
135
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q2 | $1.79K | Buy |
135
+14
| +12% | +$186 | ﹤0.01% | 2527 |
|
|
2023
Q1 | $2.02K | Hold |
121
| – | – | ﹤0.01% | 2408 |
|
|
2022
Q4 | $3.12K | Hold |
121
| – | – | ﹤0.01% | 2070 |
|
|
2022
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 2016 |
|
|
2022
Q2 | $3K | Hold |
121
| – | – | ﹤0.01% | 1875 |
|
|
2022
Q1 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 1703 |
|