Commonwealth Equity Services’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
$849K Buy
42,877
+501
+1% +$9.92K ﹤0.01% 2716
2025
Q1
$782K Buy
42,376
+532
+1% +$9.82K ﹤0.01% 2661
2024
Q4
$896K Sell
41,844
-28,891
-41% -$619K ﹤0.01% 2476
2024
Q3
$1.26M Buy
70,735
+424
+0.6% +$7.55K ﹤0.01% 2164
2024
Q2
$1.21M Sell
70,311
-1,561
-2% -$26.9K ﹤0.01% 2136
2024
Q1
$1.28M Buy
71,872
+321
+0.4% +$5.73K ﹤0.01% 2077
2023
Q4
$1.45M Buy
71,551
+2,891
+4% +$58.4K ﹤0.01% 1903
2023
Q3
$1.14M Buy
68,660
+521
+0.8% +$8.64K ﹤0.01% 1988
2023
Q2
$905K Buy
68,139
+512
+0.8% +$6.8K ﹤0.01% 2179
2023
Q1
$1.13K Buy
67,627
+521
+0.8% +$9 ﹤0.01% 1960
2022
Q4
$1.73M Sell
67,106
-209
-0.3% -$5.38K ﹤0.01% 1599
2022
Q3
$1.7M Buy
67,315
+302
+0.5% +$7.65K ﹤0.01% 1529
2022
Q2
$1.66M Sell
67,013
-4,661
-7% -$116K ﹤0.01% 1542
2022
Q1
$1.66M Buy
71,674
+936
+1% +$21.7K ﹤0.01% 1627
2021
Q4
$1.51M Sell
70,738
-1,617
-2% -$34.6K ﹤0.01% 1687
2021
Q3
$1.47M Buy
72,355
+379
+0.5% +$7.72K ﹤0.01% 1637
2021
Q2
$1.48M Buy
71,976
+331
+0.5% +$6.82K ﹤0.01% 1632
2021
Q1
$1.58M Sell
71,645
-8,581
-11% -$189K ﹤0.01% 1481
2020
Q4
$1.56M Sell
80,226
-3,777
-4% -$73.6K ﹤0.01% 1366
2020
Q3
$1.4M Buy
84,003
+508
+0.6% +$8.44K ﹤0.01% 1295
2020
Q2
$1.56M Sell
83,495
-10,492
-11% -$197K 0.01% 1159
2020
Q1
$1.88M Sell
93,987
-3,903
-4% -$78.2K 0.01% 924
2019
Q4
$2.11M Sell
97,890
-1,241
-1% -$26.8K 0.01% 1005
2019
Q3
$2.07M Sell
99,131
-5,006
-5% -$104K 0.01% 954
2019
Q2
$2.19M Sell
104,137
-206
-0.2% -$4.33K 0.01% 911
2019
Q1
$2.2M Buy
104,343
+2,057
+2% +$43.3K 0.01% 882
2018
Q4
$2.07M Sell
102,286
-783
-0.8% -$15.8K 0.01% 842
2018
Q3
$2.3M Buy
103,069
+346
+0.3% +$7.72K 0.01% 865
2018
Q2
$2.3M Sell
102,723
-384
-0.4% -$8.61K 0.01% 826
2018
Q1
$2.33M Buy
103,107
+317
+0.3% +$7.18K 0.01% 782
2017
Q4
$2.42M Sell
102,790
-3,652
-3% -$86.1K 0.01% 755
2017
Q3
$2.57M Sell
106,442
-1,372
-1% -$33.2K 0.02% 681
2017
Q2
$2.42M Sell
107,814
-20,177
-16% -$453K 0.02% 685
2017
Q1
$2.83M Buy
127,991
+862
+0.7% +$19K 0.02% 595
2016
Q4
$2.92M Sell
127,129
-4,984
-4% -$114K 0.02% 562
2016
Q3
$2.33M Buy
132,113
+583
+0.4% +$10.3K 0.02% 623
2016
Q2
$2.16M Buy
131,530
+514
+0.4% +$8.43K 0.02% 619
2016
Q1
$2.29M Buy
131,016
+16
+0% +$279 0.02% 581
2015
Q4
$2.22M Buy
131,000
+15
+0% +$254 0.02% 590
2015
Q3
$2.19M Buy
130,985
+13
+0% +$217 0.02% 553
2015
Q2
$2.31M Sell
130,972
-5,661
-4% -$99.7K 0.02% 572
2015
Q1
$2.18M Buy
136,633
+13
+0% +$207 0.02% 570
2014
Q4
$2.19M Sell
136,620
-46
-0% -$737 0.02% 543
2014
Q3
$1.96M Buy
136,666
+12
+0% +$172 0.02% 568
2014
Q2
$2.19M Buy
136,654
+13
+0% +$208 0.03% 521
2014
Q1
$2.17M Buy
136,641
+12
+0% +$191 0.03% 493
2013
Q4
$2.33M Sell
136,629
-6,986
-5% -$119K 0.03% 442
2013
Q3
$1.94M Buy
143,615
+16,550
+13% +$224K 0.03% 458
2013
Q2
$1.49M Buy
+127,065
New +$1.49M 0.03% 508