Bank of Montreal’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 | $495K | Sell |
24,997
-149
| -0.6% | -$2.95K | ﹤0.01% | 2017 |
|
|
2025
Q1 | $464K | Buy |
25,146
+4,701
| +23% | +$86.8K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $438K | Buy |
20,445
+1,942
| +10% | +$41.6K | ﹤0.01% | 2046 |
|
|
2024
Q3 | $328K | Sell |
18,503
-51,569
| -74% | -$914K | ﹤0.01% | 2418 |
|
|
2024
Q2 | $1.21M | Buy |
70,072
+49,333
| +238% | +$851K | ﹤0.01% | 1712 |
|
|
2024
Q1 | $370K | Buy |
20,739
+862
| +4% | +$15.4K | ﹤0.01% | 2358 |
|
|
2023
Q4 | $410K | Buy |
19,877
+1,105
| +6% | +$22.8K | ﹤0.01% | 2258 |
|
|
2023
Q3 | $325K | Sell |
18,772
-674
| -3% | -$11.7K | ﹤0.01% | 2358 |
|
|
2023
Q2 | $290K | Buy |
19,446
+525
| +3% | +$7.82K | ﹤0.01% | 2599 |
|
|
2023
Q1 | $457K | Sell |
18,921
-736
| -4% | -$17.8K | ﹤0.01% | 2267 |
|
|
2022
Q4 | $517K | Buy |
19,657
+4,095
| +26% | +$108K | ﹤0.01% | 2210 |
|
|
2022
Q3 | $397 | Sell |
15,562
-229
| -1% | -$6 | ﹤0.01% | 2347 |
|
|
2022
Q2 | $402 | Sell |
15,791
-24,437
| -61% | -$622 | ﹤0.01% | 2441 |
|
|
2022
Q1 | $942K | Buy |
40,228
+2,135
| +6% | +$50K | ﹤0.01% | 1986 |
|
|
2021
Q4 | $816K | Sell |
38,093
-8,317
| -18% | -$178K | ﹤0.01% | 2021 |
|
|
2021
Q3 | $958K | Sell |
46,410
-3,293
| -7% | -$68K | ﹤0.01% | 2358 |
|
|
2021
Q2 | $1.09M | Buy |
49,703
+8,032
| +19% | +$176K | ﹤0.01% | 2311 |
|
|
2021
Q1 | $915K | Buy |
41,671
+2,063
| +5% | +$45.3K | ﹤0.01% | 1967 |
|
|
2020
Q4 | $852K | Buy |
39,608
+22,274
| +128% | +$479K | ﹤0.01% | 1984 |
|
|
2020
Q3 | $300K | Sell |
17,334
-3,978
| -19% | -$68.8K | ﹤0.01% | 2190 |
|
|
2020
Q2 | $355K | Buy |
21,312
+11,676
| +121% | +$194K | ﹤0.01% | 2123 |
|
|
2020
Q1 | $191K | Sell |
9,636
-16,113
| -63% | -$319K | ﹤0.01% | 2085 |
|
|
2019
Q4 | $556K | Buy |
25,749
+5,049
| +24% | +$109K | ﹤0.01% | 2184 |
|
|
2019
Q3 | $432K | Buy |
20,700
+1,321
| +7% | +$27.6K | ﹤0.01% | 2083 |
|
|
2019
Q2 | $407K | Buy |
19,379
+11,155
| +136% | +$234K | ﹤0.01% | 2144 |
|
|
2019
Q1 | $172K | Sell |
8,224
-1,565
| -16% | -$32.7K | ﹤0.01% | 2422 |
|
|
2018
Q4 | $198K | Buy |
9,789
+797
| +9% | +$16.1K | ﹤0.01% | 2314 |
|
|
2018
Q3 | $201K | Buy |
8,992
+32
| +0.4% | +$715 | ﹤0.01% | 2470 |
|
|
2018
Q2 | $202K | Buy |
8,960
+736
| +9% | +$16.6K | ﹤0.01% | 2466 |
|
|
2018
Q1 | $185K | Sell |
8,224
-13
| -0.2% | -$292 | ﹤0.01% | 2445 |
|
|
2017
Q4 | $194K | Sell |
8,237
-9
| -0.1% | -$212 | ﹤0.01% | 2427 |
|
|
2017
Q3 | $199K | Hold |
8,246
| – | – | ﹤0.01% | 2446 |
|
|
2017
Q2 | $185K | Buy |
8,246
+85
| +1% | +$1.91K | ﹤0.01% | 2445 |
|
|
2017
Q1 | $180K | Buy |
8,161
+649
| +9% | +$14.3K | ﹤0.01% | 2315 |
|
|
2016
Q4 | $156K | Hold |
7,512
| – | – | ﹤0.01% | 2352 |
|
|
2016
Q3 | $132K | Hold |
7,512
| – | – | ﹤0.01% | 2397 |
|
|
2016
Q2 | $123K | Hold |
7,512
| – | – | ﹤0.01% | 2483 |
|
|
2016
Q1 | $131K | Buy |
7,512
+45
| +0.6% | +$785 | ﹤0.01% | 2471 |
|
|
2015
Q4 | $126K | Buy |
7,467
+2,564
| +52% | +$43.3K | ﹤0.01% | 2487 |
|
|
2015
Q3 | $82K | Sell |
4,903
-739
| -13% | -$12.4K | ﹤0.01% | 2503 |
|
|
2015
Q2 | $99K | Buy |
5,642
+4,096
| +265% | +$71.9K | ﹤0.01% | 2556 |
|
|
2015
Q1 | $25K | Hold |
1,546
| – | – | ﹤0.01% | 2964 |
|
|
2014
Q4 | $25K | Hold |
1,546
| – | – | ﹤0.01% | 2906 |
|
|
2014
Q3 | $22K | Sell |
1,546
-2,307
| -60% | -$32.8K | ﹤0.01% | 2982 |
|
|
2014
Q2 | $62K | Buy |
3,853
+2,290
| +147% | +$36.8K | ﹤0.01% | 2702 |
|
|
2014
Q1 | $25K | Buy |
1,563
+915
| +141% | +$14.6K | ﹤0.01% | 2885 |
|
|
2013
Q4 | $11K | Hold |
648
| – | – | ﹤0.01% | 3017 |
|
|
2013
Q3 | $9K | Hold |
648
| – | – | ﹤0.01% | 3020 |
|
|
2013
Q2 | $8K | Buy |
+648
| New | +$8K | ﹤0.01% | 2939 |
|