Charles Schwab’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 | $106M | Sell |
5,378,741
-17,936
| -0.3% | -$355K | 0.02% | 655 |
|
|
2025
Q1 | $99.6M | Buy |
5,396,677
+240,159
| +5% | +$4.43M | 0.02% | 654 |
|
|
2024
Q4 | $110M | Buy |
5,156,518
+204,164
| +4% | +$4.37M | 0.02% | 610 |
|
|
2024
Q3 | $88.3M | Buy |
4,952,354
+181,769
| +4% | +$3.24M | 0.02% | 735 |
|
|
2024
Q2 | $82.2M | Sell |
4,770,585
-28,406
| -0.6% | -$490K | 0.02% | 736 |
|
|
2024
Q1 | $85.6M | Buy |
4,798,991
+1,014,325
| +27% | +$18.1M | 0.02% | 681 |
|
|
2023
Q4 | $76.4M | Buy |
3,784,666
+190,343
| +5% | +$3.84M | 0.02% | 696 |
|
|
2023
Q3 | $59.6M | Buy |
3,594,323
+213,038
| +6% | +$3.53M | 0.02% | 772 |
|
|
2023
Q2 | $44.9M | Buy |
3,381,285
+218,821
| +7% | +$2.91M | 0.01% | 920 |
|
|
2023
Q1 | $52.7M | Sell |
3,162,464
-141,535
| -4% | -$2.36M | 0.02% | 796 |
|
|
2022
Q4 | $85.1M | Buy |
3,303,999
+247,984
| +8% | +$6.39M | 0.03% | 543 |
|
|
2022
Q3 | $77.4M | Buy |
3,056,015
+181,933
| +6% | +$4.61M | 0.03% | 536 |
|
|
2022
Q2 | $71.3M | Buy |
2,874,082
+217,993
| +8% | +$5.41M | 0.02% | 579 |
|
|
2022
Q1 | $61.6M | Buy |
2,656,089
+226,536
| +9% | +$5.26M | 0.02% | 744 |
|
|
2021
Q4 | $52M | Buy |
2,429,553
+64,492
| +3% | +$1.38M | 0.02% | 868 |
|
|
2021
Q3 | $48.2M | Buy |
2,365,061
+171,002
| +8% | +$3.48M | 0.02% | 895 |
|
|
2021
Q2 | $45.2M | Buy |
2,194,059
+172,421
| +9% | +$3.55M | 0.02% | 946 |
|
|
2021
Q1 | $44.7M | Sell |
2,021,638
-131,298
| -6% | -$2.9M | 0.02% | 917 |
|
|
2020
Q4 | $42M | Buy |
2,152,936
+77,903
| +4% | +$1.52M | 0.02% | 879 |
|
|
2020
Q3 | $34.5M | Buy |
2,075,033
+42,473
| +2% | +$706K | 0.02% | 869 |
|
|
2020
Q2 | $38.1M | Buy |
2,032,560
+920,736
| +83% | +$17.3M | 0.02% | 746 |
|
|
2020
Q1 | $22.3M | Buy |
1,111,824
+158,408
| +17% | +$3.18M | 0.01% | 941 |
|
|
2019
Q4 | $20.6M | Buy |
953,416
+20,784
| +2% | +$449K | 0.01% | 1188 |
|
|
2019
Q3 | $19.5M | Buy |
932,632
+150,276
| +19% | +$3.14M | 0.01% | 1159 |
|
|
2019
Q2 | $16.5M | Buy |
782,356
+47,168
| +6% | +$992K | 0.01% | 1268 |
|
|
2019
Q1 | $15.5M | Buy |
735,188
+35,319
| +5% | +$743K | 0.01% | 1278 |
|
|
2018
Q4 | $14.2M | Sell |
699,869
-2,099
| -0.3% | -$42.5K | 0.01% | 1208 |
|
|
2018
Q3 | $15.7M | Buy |
701,968
+49,866
| +8% | +$1.11M | 0.01% | 1325 |
|
|
2018
Q2 | $14.6M | Buy |
652,102
+40,758
| +7% | +$914K | 0.01% | 1323 |
|
|
2018
Q1 | $13.8M | Buy |
611,344
+20,343
| +3% | +$461K | 0.01% | 1259 |
|
|
2017
Q4 | $13.9M | Buy |
591,001
+33,256
| +6% | +$784K | 0.01% | 1255 |
|
|
2017
Q3 | $13.5M | Buy |
557,745
+39,955
| +8% | +$966K | 0.01% | 1193 |
|
|
2017
Q2 | $11.6M | Buy |
517,790
+13,862
| +3% | +$311K | 0.01% | 1236 |
|
|
2017
Q1 | $11.1M | Buy |
503,928
+33,746
| +7% | +$745K | 0.01% | 1240 |
|
|
2016
Q4 | $10.8M | Buy |
470,182
+25,898
| +6% | +$594K | 0.01% | 1196 |
|
|
2016
Q3 | $7.82M | Buy |
444,284
+21,192
| +5% | +$373K | 0.01% | 1342 |
|
|
2016
Q2 | $6.94M | Buy |
423,092
+7,522
| +2% | +$123K | 0.01% | 1327 |
|
|
2016
Q1 | $7.25M | Buy |
415,570
+3,566
| +0.9% | +$62.2K | 0.01% | 1264 |
|
|
2015
Q4 | $6.97M | Buy |
412,004
+12,877
| +3% | +$218K | 0.01% | 1290 |
|
|
2015
Q3 | $6.67M | Buy |
399,127
+22,128
| +6% | +$370K | 0.01% | 1281 |
|
|
2015
Q2 | $6.64M | Buy |
376,999
+22,676
| +6% | +$399K | 0.01% | 1356 |
|
|
2015
Q1 | $5.65M | Buy |
354,323
+21,606
| +6% | +$344K | 0.01% | 1421 |
|
|
2014
Q4 | $5.33M | Buy |
332,717
+10,676
| +3% | +$171K | 0.01% | 1397 |
|
|
2014
Q3 | $4.62M | Buy |
322,041
+13,127
| +4% | +$188K | 0.01% | 1428 |
|
|
2014
Q2 | $4.95M | Buy |
308,914
+18,673
| +6% | +$299K | 0.01% | 1406 |
|
|
2014
Q1 | $4.62M | Sell |
290,241
-38,175
| -12% | -$607K | 0.01% | 1392 |
|
|
2013
Q4 | $5.61M | Sell |
328,416
-61,990
| -16% | -$1.06M | 0.01% | 1160 |
|
|
2013
Q3 | $5.38M | Buy |
390,406
+145,084
| +59% | +$2M | 0.01% | 1113 |
|
|
2013
Q2 | $2.95M | Buy |
+245,322
| New | +$2.95M | 0.01% | 1472 |
|