Cerity Partners’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
Q3 | $3.3M | Sell |
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|
2025
Q2 | $3.57M | Sell |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $2.36M | Buy |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.99M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $872K | Sell |
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|
2023
Q2 | $737K | Buy |
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|
2023
Q1 | $912K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $338K | Buy |
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