Concourse Financial Group Securities’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1783 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3577 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3572 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3619 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3632 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3570 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$491 | – | 3551 |
|
|
2023
Q2 | $491 | Hold |
37
| – | – | ﹤0.01% | 2229 |
|
|
2023
Q1 | $617 | Hold |
37
| – | – | ﹤0.01% | 2227 |
|
|
2022
Q4 | $960 | Hold |
37
| – | – | ﹤0.01% | 2174 |
|
|
2022
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 1857 |
|
|
2022
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2089 |
|
|
2022
Q1 | $1K | Sell |
37
-14
| -27% | -$378 | ﹤0.01% | 2088 |
|
|
2021
Q4 | $1K | Hold |
51
| – | – | ﹤0.01% | 2271 |
|
|
2021
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 2293 |
|
|
2021
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 2270 |
|
|
2021
Q1 | $1K | Sell |
51
-514
| -91% | -$10.1K | ﹤0.01% | 2214 |
|
|
2020
Q4 | $11K | Buy |
+565
| New | +$11K | ﹤0.01% | 1640 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2988 |
|
|
2020
Q2 | – | Sell |
-78
| Closed | -$2K | – | 2894 |
|
|
2020
Q1 | $2K | Hold |
78
| – | – | ﹤0.01% | 1870 |
|
|
2019
Q4 | $2K | Hold |
78
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 1517 |
|
|
2019
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 1971 |
|
|
2019
Q1 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 2131 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2809 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2374 |
|