CAPTRUST Financial Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.27M | Buy |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $103K | Sell |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $96K | Buy |
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|
2021
Q1 | $99K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3K | Buy |
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