Charles Schwab’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $453K | Hold |
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|
2025
Q2 | $389K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $265K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $247K | Hold |
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|
2018
Q4 | $258K | Hold |
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|
2018
Q3 | $321K | Buy |
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|
2018
Q2 | $307K | Buy |
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