Ameriprise’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
11,291
| – | – | ﹤0.01% | 3641 |
|
|
2025
Q1 | $321K | Hold |
11,291
| – | – | ﹤0.01% | 3624 |
|
|
2024
Q4 | $323K | Buy |
+11,291
| New | +$323K | ﹤0.01% | 3669 |
|
|
2020
Q2 | – | Sell |
-129,847
| Closed | -$2.51M | – | 3685 |
|
|
2020
Q1 | $2.51M | Buy |
129,847
+12,295
| +10% | +$237K | ﹤0.01% | 2358 |
|
|
2019
Q4 | $3.54M | Buy |
117,552
+2,311
| +2% | +$69.7K | ﹤0.01% | 2435 |
|
|
2019
Q3 | $3.2M | Buy |
115,241
+100,100
| +661% | +$2.78M | ﹤0.01% | 2448 |
|
|
2019
Q2 | $360K | Buy |
+15,141
| New | +$360K | ﹤0.01% | 3422 |
|