Apriem Advisors’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 | $683K | Hold |
34,500
| – | – | 0.07% | 100 |
|
|
2025
Q1 | $637K | Hold |
34,500
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $739K | Hold |
34,500
| – | – | 0.08% | 88 |
|
|
2024
Q3 | $615K | Hold |
34,500
| – | – | 0.07% | 89 |
|
|
2024
Q2 | $595K | Hold |
34,500
| – | – | 0.07% | 91 |
|
|
2024
Q1 | $615K | Hold |
34,500
| – | – | 0.08% | 96 |
|
|
2023
Q4 | $697K | Hold |
34,500
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $572K | Hold |
34,500
| – | – | 0.08% | 86 |
|
|
2023
Q2 | $458K | Hold |
34,500
| – | – | 0.07% | 103 |
|
|
2023
Q1 | $575K | Buy |
34,500
+1,000
| +3% | +$16.7K | 0.09% | 84 |
|
|
2022
Q4 | $863K | Hold |
33,500
| – | – | 0.15% | 67 |
|
|
2022
Q3 | $848K | Buy |
33,500
+3,000
| +10% | +$75.9K | 0.15% | 67 |
|
|
2022
Q2 | $757K | Hold |
30,500
| – | – | 0.13% | 71 |
|
|
2022
Q1 | $708K | Hold |
30,500
| – | – | 0.1% | 77 |
|
|
2021
Q4 | $653K | Hold |
30,500
| – | – | 0.09% | 82 |
|
|
2021
Q3 | $621K | Sell |
30,500
-749
| -2% | -$15.3K | 0.09% | 79 |
|
|
2021
Q2 | $643K | Hold |
31,249
| – | – | 0.1% | 78 |
|
|
2021
Q1 | $690K | Hold |
31,249
| – | – | 0.11% | 76 |
|
|
2020
Q4 | $609K | Hold |
31,249
| – | – | 0.11% | 67 |
|
|
2020
Q3 | $520K | Sell |
31,249
-1,500
| -5% | -$25K | 0.1% | 73 |
|
|
2020
Q2 | $614K | Sell |
32,749
-7,712
| -19% | -$145K | 0.13% | 67 |
|
|
2020
Q1 | $811K | Sell |
40,461
-9,200
| -19% | -$184K | 0.2% | 56 |
|
|
2019
Q4 | $1.07M | Buy |
49,661
+3,749
| +8% | +$80.9K | 0.21% | 49 |
|
|
2019
Q3 | $958K | Hold |
45,912
| – | – | 0.21% | 54 |
|
|
2019
Q2 | $966K | Hold |
45,912
| – | – | 0.3% | 54 |
|
|
2019
Q1 | $966K | Sell |
45,912
-12,726
| -22% | -$268K | 0.26% | 52 |
|
|
2018
Q4 | $1.19M | Buy |
58,638
+26,363
| +82% | +$533K | 0.42% | 42 |
|
|
2018
Q3 | $720K | Buy |
+32,275
| New | +$720K | 0.16% | 66 |
|