Clifford Swan Investment Counsel’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $990K | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $1.16M | Hold |
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|
2023
Q3 | $951K | Hold |
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|
2023
Q2 | $763K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $616K | Hold |
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|
2018
Q4 | $592K | Hold |
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|
2018
Q3 | $654K | Buy |
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