Ameriprise
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Ameriprise’s CB Financial Services CBFV Stock Holding History

Ameriprise’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$322K Hold
2025
Q1 		$321K Hold
2024
Q4 		$323K Buy
2020
Q2 		– Sell
2020
Q1 		$2.51M Buy
2019
Q4 		$3.54M Buy
2019
Q3 		$3.2M Buy
2019
Q2 		$360K Buy