Cerity Partners’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 | $3.57M | Sell |
180,193
-4,329
| -2% | -$85.7K | 0.01% | 964 |
|
|
2025
Q1 | $3.41M | Sell |
184,522
-1,363
| -0.7% | -$25.2K | 0.01% | 884 |
|
|
2024
Q4 | $3.74M | Buy |
185,885
+53,229
| +40% | +$1.07M | 0.01% | 832 |
|
|
2024
Q3 | $2.36M | Buy |
132,656
+28,501
| +27% | +$508K | 0.01% | 1021 |
|
|
2024
Q2 | $1.8M | Sell |
104,155
-11,209
| -10% | -$193K | ﹤0.01% | 952 |
|
|
2024
Q1 | $1.99M | Buy |
115,364
+59,220
| +105% | +$1.02M | 0.01% | 973 |
|
|
2023
Q4 | $1.13M | Buy |
56,144
+3,502
| +7% | +$70.7K | ﹤0.01% | 936 |
|
|
2023
Q3 | $872K | Sell |
52,642
-2,835
| -5% | -$47K | ﹤0.01% | 792 |
|
|
2023
Q2 | $737K | Buy |
55,477
+771
| +1% | +$10.2K | ﹤0.01% | 1025 |
|
|
2023
Q1 | $912K | Buy |
+54,706
| New | +$912K | ﹤0.01% | 1016 |
|
|
2017
Q4 | – | Sell |
-14,003
| Closed | -$338K | – | 562 |
|
|
2017
Q3 | $338K | Buy |
+14,003
| New | +$338K | 0.02% | 400 |
|