CWS Financial Advisors’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Hold |
22,877
| – | – | 0.15% | 79 |
|
|
2025
Q1 | $447K | Hold |
22,877
| – | – | 0.14% | 82 |
|
|
2024
Q4 | $481K | Hold |
22,877
| – | – | 0.16% | 74 |
|
|
2024
Q3 | $408K | Sell |
22,877
-1,000
| -4% | -$17.8K | 0.14% | 78 |
|
|
2024
Q2 | $370K | Hold |
23,877
| – | – | 0.15% | 77 |
|
|
2024
Q1 | $367K | Buy |
23,877
+161
| +0.7% | +$2.48K | 0.15% | 77 |
|
|
2023
Q4 | $437K | Sell |
23,716
-2,000
| -8% | -$36.9K | 0.16% | 96 |
|
|
2023
Q3 | $399K | Sell |
25,716
-1,000
| -4% | -$15.5K | 0.16% | 99 |
|
|
2023
Q2 | $465K | Hold |
26,716
| – | – | 0.18% | 90 |
|
|
2023
Q1 | $451K | Hold |
26,716
| – | – | 0.18% | 88 |
|
|
2022
Q4 | $613K | Hold |
26,716
| – | – | 0.26% | 64 |
|
|
2022
Q3 | $555K | Hold |
26,716
| – | – | 0.27% | 65 |
|
|
2022
Q2 | $568K | Hold |
26,716
| – | – | 0.26% | 72 |
|
|
2022
Q1 | $644K | Hold |
26,716
| – | – | 0.24% | 72 |
|
|
2021
Q4 | $652K | Buy |
+26,716
| New | +$652K | 0.23% | 72 |
|
|
2021
Q2 | $590K | Hold |
26,716
| – | – | 0.24% | 70 |
|
|
2021
Q1 | $613K | Sell |
26,716
-2,500
| -9% | -$57.4K | 0.26% | 64 |
|
|
2020
Q4 | $512K | Sell |
29,216
-4,784
| -14% | -$83.8K | 0.3% | 65 |
|
|
2020
Q3 | $426K | Hold |
34,000
| – | – | 0.28% | 71 |
|
|
2020
Q2 | $524K | Hold |
34,000
| – | – | 0.38% | 59 |
|
|
2020
Q1 | $816K | Sell |
34,000
-544
| -2% | -$13.1K | 0.6% | 20 |
|
|
2019
Q4 | $829K | Buy |
+34,544
| New | +$829K | 0.6% | 19 |
|