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 |
|