Charles Schwab’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Buy |
+13,644
| New | +$389K | ﹤0.01% | 3221 |
|
|
2021
Q2 | – | Sell |
-12,133
| Closed | -$269K | – | 3429 |
|
|
2021
Q1 | $269K | Hold |
12,133
| – | – | ﹤0.01% | 3269 |
|
|
2020
Q4 | $243K | Hold |
12,133
| – | – | ﹤0.01% | 3229 |
|
|
2020
Q3 | $232K | Hold |
12,133
| – | – | ﹤0.01% | 3131 |
|
|
2020
Q2 | $265K | Buy |
+12,133
| New | +$265K | ﹤0.01% | 3096 |
|
|
2019
Q2 | – | Sell |
-10,382
| Closed | -$247K | – | 3225 |
|
|
2019
Q1 | $247K | Hold |
10,382
| – | – | ﹤0.01% | 2978 |
|
|
2018
Q4 | $258K | Hold |
10,382
| – | – | ﹤0.01% | 2977 |
|
|
2018
Q3 | $321K | Buy |
10,382
+1,482
| +17% | +$45.8K | ﹤0.01% | 2985 |
|
|
2018
Q2 | $307K | Buy |
+8,900
| New | +$307K | ﹤0.01% | 2954 |
|