Creative Planning’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 | – | Sell |
-3,500
| Closed | -$74.9K | – | 3489 |
|
|
2024
Q4 | $74.9K | Buy |
+3,500
| New | +$74.9K | ﹤0.01% | 3184 |
|
|
2023
Q4 | – | Sell |
-700
| Closed | -$11.6K | – | 2789 |
|
|
2023
Q3 | $11.6K | Buy |
+700
| New | +$11.6K | ﹤0.01% | 2608 |
|
|
2022
Q2 | – | Sell |
-1,171,947
| Closed | -$27.2M | – | 2236 |
|
|
2022
Q1 | $27.2M | Buy |
+1,171,947
| New | +$27.2M | 0.04% | 165 |
|