Crossmark Global Holdings’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
-9,612
Closed -$206K 1324
2024
Q4
$206K Buy
+9,612
New +$206K ﹤0.01% 1199
2024
Q2
Sell
-10,343
Closed -$185K 1307
2024
Q1
$185K Sell
10,343
-100
-1% -$1.79K ﹤0.01% 1293
2023
Q4
$210K Sell
10,443
-177
-2% -$3.56K ﹤0.01% 1231
2023
Q3
$174K Sell
10,620
-33
-0.3% -$541 ﹤0.01% 1218
2023
Q2
$198K Sell
10,653
-62
-0.6% -$1.15K ﹤0.01% 1253
2023
Q1
$179K Hold
10,715
﹤0.01% 1249
2022
Q4
$276K Sell
10,715
-289
-3% -$7.44K 0.01% 1044
2022
Q3
$279K Sell
11,004
-256
-2% -$6.49K 0.01% 1022
2022
Q2
$280K Hold
11,260
0.01% 1054
2022
Q1
$261K Buy
11,260
+140
+1% +$3.25K 0.01% 1196
2021
Q4
$238K Buy
11,120
+1,260
+13% +$27K 0.01% 1263
2021
Q3
$201K Sell
9,860
-20
-0.2% -$408 ﹤0.01% 1353
2021
Q2
$203K Buy
9,880
+180
+2% +$3.7K ﹤0.01% 1372
2021
Q1
$214K Buy
+9,700
New +$214K 0.01% 1345
2018
Q4
Sell
-12,350
Closed -$276K 1430
2018
Q3
$276K Buy
12,350
+70
+0.6% +$1.56K 0.01% 1372
2018
Q2
$275K Sell
12,280
-80
-0.6% -$1.79K 0.01% 1365
2018
Q1
$280K Sell
12,360
-3,620
-23% -$82K 0.01% 1320
2017
Q4
$376K Buy
15,980
+50
+0.3% +$1.18K 0.01% 1212
2017
Q3
$385K Buy
+15,930
New +$385K 0.01% 1134
2016
Q3
$385K Buy
+15,930
New +$385K 0.01% 1134