CAPTRUST Financial 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 | $1.28M | Buy |
64,569
+488
| +0.8% | +$9.66K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $1.18M | Sell |
64,081
-8,221
| -11% | -$152K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $1.55M | Buy |
72,302
+454
| +0.6% | +$9.72K | ﹤0.01% | 1000 |
|
|
2024
Q3 | $1.28M | Buy |
71,848
+10,518
| +17% | +$187K | ﹤0.01% | 1048 |
|
|
2024
Q2 | $1.06M | Buy |
61,330
+496
| +0.8% | +$8.55K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $1.09M | Sell |
60,834
-28,848
| -32% | -$515K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $1.81M | Buy |
89,682
+13,097
| +17% | +$264K | 0.01% | 953 |
|
|
2023
Q3 | $1.27M | Buy |
76,585
+7,731
| +11% | +$128K | ﹤0.01% | 1066 |
|
|
2023
Q2 | $914K | Buy |
68,854
+3,326
| +5% | +$44.2K | ﹤0.01% | 1256 |
|
|
2023
Q1 | $1.09M | Buy |
65,528
+361
| +0.6% | +$6.02K | ﹤0.01% | 989 |
|
|
2022
Q4 | $1.68M | Buy |
65,167
+272
| +0.4% | +$7K | 0.01% | 773 |
|
|
2022
Q3 | $1.64M | Buy |
64,895
+1,142
| +2% | +$28.9K | 0.01% | 739 |
|
|
2022
Q2 | $1.59M | Buy |
63,753
+57,259
| +882% | +$1.43M | 0.01% | 666 |
|
|
2022
Q1 | $151K | Buy |
6,494
+1,738
| +37% | +$40.4K | ﹤0.01% | 1932 |
|
|
2021
Q4 | $103K | Sell |
4,756
-115
| -2% | -$2.49K | ﹤0.01% | 2141 |
|
|
2021
Q3 | $99K | Buy |
4,871
+227
| +5% | +$4.61K | ﹤0.01% | 2087 |
|
|
2021
Q2 | $96K | Buy |
4,644
+190
| +4% | +$3.93K | ﹤0.01% | 2062 |
|
|
2021
Q1 | $99K | Buy |
4,454
+4,199
| +1,647% | +$93.3K | ﹤0.01% | 1956 |
|
|
2020
Q4 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 2836 |
|
|
2019
Q2 | – | Sell |
-130
| Closed | -$3K | – | 1933 |
|
|
2019
Q1 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 1618 |
|