AssetMark Inc’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 | $2.51K | Sell |
127
-19
| -13% | -$376 | ﹤0.01% | 2364 |
|
|
2025
Q1 | $2.7K | Hold |
146
| – | – | ﹤0.01% | 2116 |
|
|
2024
Q4 | $3.13K | Hold |
146
| – | – | ﹤0.01% | 2023 |
|
|
2024
Q3 | $2.6K | Sell |
146
-7,849
| -98% | -$140K | ﹤0.01% | 1831 |
|
|
2024
Q2 | $138K | Buy |
7,995
+210
| +3% | +$3.62K | ﹤0.01% | 1059 |
|
|
2024
Q1 | $139K | Sell |
7,785
-813
| -9% | -$14.5K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $174K | Buy |
8,598
+5,038
| +142% | +$102K | ﹤0.01% | 944 |
|
|
2023
Q3 | $59K | Buy |
3,560
+235
| +7% | +$3.89K | ﹤0.01% | 1061 |
|
|
2023
Q2 | $44.2K | Buy |
3,325
+1,031
| +45% | +$13.7K | ﹤0.01% | 1109 |
|
|
2023
Q1 | $38.3K | Buy |
2,294
+1,458
| +174% | +$24.3K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $21.5K | Buy |
+836
| New | +$21.5K | ﹤0.01% | 1190 |
|
|
2018
Q1 | – | Sell |
-75
| Closed | -$2K | – | 1534 |
|
|
2017
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1441 |
|