Corient Private Wealth
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Corient Private Wealth’s CVB Financial CVBF Stock Holding History

Corient Private Wealth’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$374K Sell
2025
Q1 		$350K Sell
2024
Q4 		$407K Sell
2024
Q3 		$522K Sell
2024
Q2 		$506K Sell
2024
Q1 		$530K Sell
2023
Q4 		$602K Sell
2023
Q3 		$496K Sell
2023
Q2 		$406K Buy