Covestor’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 | $116K | Buy |
5,851
+5,071
| +650% | +$101K | 0.07% | 461 |
|
|
2025
Q1 | $14K | Sell |
780
-1,311
| -63% | -$23.5K | 0.01% | 1302 |
|
|
2024
Q4 | $45K | Buy |
2,091
+37
| +2% | +$796 | 0.03% | 895 |
|
|
2024
Q3 | $37K | Sell |
2,054
-488
| -19% | -$8.79K | 0.02% | 976 |
|
|
2024
Q2 | $44K | Buy |
2,542
+1,073
| +73% | +$18.6K | 0.03% | 910 |
|
|
2024
Q1 | $26K | Sell |
1,469
-1,119
| -43% | -$19.8K | 0.02% | 1117 |
|
|
2023
Q4 | $52K | Sell |
2,588
-6,173
| -70% | -$124K | 0.04% | 826 |
|
|
2023
Q3 | $145K | Buy |
8,761
+885
| +11% | +$14.6K | 0.11% | 232 |
|
|
2023
Q2 | $105K | Buy |
7,876
+5,211
| +196% | +$69.5K | 0.08% | 405 |
|
|
2023
Q1 | $44K | Buy |
2,665
+2,655
| +26,550% | +$43.8K | 0.04% | 751 |
|
|
2022
Q4 | $0 | Sell |
10
-1,377
| -99% | – | ﹤0.01% | 2142 |
|
|
2022
Q3 | $35K | Sell |
1,387
-3,201
| -70% | -$80.8K | 0.03% | 832 |
|
|
2022
Q2 | $114K | Sell |
4,588
-21
| -0.5% | -$522 | 0.09% | 331 |
|
|
2022
Q1 | $107K | Buy |
4,609
+1,959
| +74% | +$45.5K | 0.07% | 459 |
|
|
2021
Q4 | $57K | Buy |
+2,650
| New | +$57K | 0.08% | 463 |
|