Bell Investment 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 | $3.11K | Hold |
157
| – | – | ﹤0.01% | 1184 |
|
|
2025
Q1 | $2.9K | Sell |
157
-26
| -14% | -$480 | ﹤0.01% | 1160 |
|
|
2024
Q4 | $3.92K | Buy |
183
+22
| +14% | +$471 | ﹤0.01% | 1039 |
|
|
2024
Q3 | $2.87K | Hold |
161
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q2 | $2.78K | Hold |
161
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q1 | $2.87K | Hold |
161
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q4 | $3.25K | Sell |
161
-21
| -12% | -$424 | ﹤0.01% | 1112 |
|
|
2023
Q3 | $3.02K | Hold |
182
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q2 | $2.42K | Buy |
182
+138
| +314% | +$1.83K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $734 | Buy |
44
+21
| +91% | +$350 | ﹤0.01% | 1662 |
|
|
2022
Q4 | $592 | Hold |
23
| – | – | ﹤0.01% | 1732 |
|
|
2022
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q2 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1388 |
|
|
2021
Q4 | $0 | Sell |
23
-27
| -54% | – | ﹤0.01% | 1806 |
|
|
2021
Q3 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1332 |
|