Blue Trust 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 | $94.6K | Buy |
4,778
+308
| +7% | +$6.1K | ﹤0.01% | 1074 |
|
|
2025
Q1 | $82.5K | Buy |
4,470
+1,655
| +59% | +$30.6K | ﹤0.01% | 1079 |
|
|
2024
Q4 | $60.3K | Sell |
2,815
-2,375
| -46% | -$50.8K | ﹤0.01% | 1169 |
|
|
2024
Q3 | $89.5K | Sell |
5,190
-18,243
| -78% | -$315K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $418K | Buy |
+23,433
| New | +$418K | 0.01% | 436 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | – | – | 2295 |
|
|
2023
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2527 |
|
|
2023
Q3 | – | Sell |
-89
| Closed | -$1K | – | 2084 |
|
|
2023
Q2 | $1K | Buy |
+89
| New | +$1K | ﹤0.01% | 1829 |
|