Clifford Swan Investment Counsel’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 | $877K | Sell |
44,300
-13,120
| -23% | -$260K | 0.03% | 183 |
|
|
2025
Q1 | $1.06M | Hold |
57,420
| – | – | 0.04% | 171 |
|
|
2024
Q4 | $1.23M | Sell |
57,420
-224
| -0.4% | -$4.8K | 0.04% | 170 |
|
|
2024
Q3 | $1.03M | Buy |
57,644
+224
| +0.4% | +$3.99K | 0.04% | 180 |
|
|
2024
Q2 | $990K | Hold |
57,420
| – | – | 0.04% | 175 |
|
|
2024
Q1 | $1.02M | Hold |
57,420
| – | – | 0.04% | 175 |
|
|
2023
Q4 | $1.16M | Hold |
57,420
| – | – | 0.05% | 163 |
|
|
2023
Q3 | $951K | Hold |
57,420
| – | – | 0.04% | 173 |
|
|
2023
Q2 | $763K | Buy |
57,420
+43,300
| +307% | +$575K | 0.03% | 188 |
|
|
2023
Q1 | $236K | Buy |
+14,120
| New | +$236K | 0.01% | 280 |
|
|
2019
Q2 | – | Sell |
-29,281
| Closed | -$616K | – | 318 |
|
|
2019
Q1 | $616K | Hold |
29,281
| – | – | 0.03% | 190 |
|
|
2018
Q4 | $592K | Hold |
29,281
| – | – | 0.04% | 189 |
|
|
2018
Q3 | $654K | Buy |
+29,281
| New | +$654K | 0.03% | 186 |
|