Bollard Group’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 | – | Sell |
-6,044
| Closed | -$112K | – | 292 |
|
|
2025
Q1 | $112K | Buy |
6,044
+60
| +1% | +$1.11K | ﹤0.01% | 181 |
|
|
2024
Q4 | $128K | Buy |
5,984
+63
| +1% | +$1.35K | ﹤0.01% | 174 |
|
|
2024
Q3 | $106K | Buy |
5,921
+59
| +1% | +$1.06K | ﹤0.01% | 200 |
|
|
2024
Q2 | $101K | Buy |
5,862
+73
| +1% | +$1.26K | ﹤0.01% | 194 |
|
|
2024
Q1 | $103K | Buy |
5,789
+62
| +1% | +$1.1K | ﹤0.01% | 190 |
|
|
2023
Q4 | $116K | Buy |
5,727
+70
| +1% | +$1.42K | ﹤0.01% | 184 |
|
|
2023
Q3 | $94K | Buy |
5,657
+70
| +1% | +$1.16K | ﹤0.01% | 185 |
|
|
2023
Q2 | $74K | Buy |
5,587
+71
| +1% | +$940 | ﹤0.01% | 208 |
|
|
2023
Q1 | $92K | Buy |
5,516
+44
| +0.8% | +$734 | ﹤0.01% | 194 |
|
|
2022
Q4 | $141K | Buy |
5,472
+39
| +0.7% | +$1.01K | 0.01% | 173 |
|
|
2022
Q3 | $138K | Buy |
5,433
+43
| +0.8% | +$1.09K | 0.01% | 179 |
|
|
2022
Q2 | $134K | Buy |
5,390
+41
| +0.8% | +$1.02K | 0.01% | 189 |
|
|
2022
Q1 | $124K | Buy |
5,349
+42
| +0.8% | +$974 | ﹤0.01% | 269 |
|
|
2021
Q4 | $114K | Buy |
5,307
+47
| +0.9% | +$1.01K | ﹤0.01% | 277 |
|
|
2021
Q3 | $107K | Buy |
5,260
+47
| +0.9% | +$956 | ﹤0.01% | 277 |
|
|
2021
Q2 | $107K | Buy |
5,213
+43
| +0.8% | +$883 | ﹤0.01% | 278 |
|
|
2021
Q1 | $114K | Hold |
5,170
| – | – | ﹤0.01% | 265 |
|
|
2020
Q4 | $101K | Hold |
5,170
| – | – | ﹤0.01% | 265 |
|
|
2020
Q3 | $86K | Hold |
5,170
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $97K | Buy |
+5,170
| New | +$97K | ﹤0.01% | 257 |
|