Corient Private Wealth’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 | $374K | Sell |
18,905
-32
| -0.2% | -$633 | ﹤0.01% | 1958 |
|
|
2025
Q1 | $350K | Sell |
18,937
-75
| -0.4% | -$1.39K | ﹤0.01% | 1772 |
|
|
2024
Q4 | $407K | Sell |
19,012
-10,272
| -35% | -$220K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $522K | Sell |
29,284
-48
| -0.2% | -$855 | ﹤0.01% | 1689 |
|
|
2024
Q2 | $506K | Sell |
29,332
-375
| -1% | -$6.47K | ﹤0.01% | 1630 |
|
|
2024
Q1 | $530K | Sell |
29,707
-99
| -0.3% | -$1.77K | ﹤0.01% | 1595 |
|
|
2023
Q4 | $602K | Sell |
29,806
-155
| -0.5% | -$3.13K | ﹤0.01% | 1515 |
|
|
2023
Q3 | $496K | Sell |
29,961
-627
| -2% | -$10.4K | ﹤0.01% | 1499 |
|
|
2023
Q2 | $406K | Buy |
+30,588
| New | +$406K | ﹤0.01% | 1547 |
|