D.A. Davidson & Co’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 | $977K | Hold |
49,362
| – | – | 0.01% | 826 |
|
|
2025
Q1 | $911K | Hold |
49,362
| – | – | 0.01% | 800 |
|
|
2024
Q4 | $1.06M | Hold |
49,362
| – | – | 0.01% | 747 |
|
|
2024
Q3 | $880K | Hold |
49,362
| – | – | 0.01% | 810 |
|
|
2024
Q2 | $851K | Hold |
49,362
| – | – | 0.01% | 788 |
|
|
2024
Q1 | $881K | Buy |
49,362
+3,012
| +6% | +$53.7K | 0.01% | 782 |
|
|
2023
Q4 | $936K | Sell |
46,350
-4,000
| -8% | -$80.8K | 0.01% | 734 |
|
|
2023
Q3 | $834K | Hold |
50,350
| – | – | 0.01% | 734 |
|
|
2023
Q2 | $669K | Sell |
50,350
-400
| -0.8% | -$5.31K | 0.01% | 829 |
|
|
2023
Q1 | $847K | Sell |
50,750
-7,744
| -13% | -$129K | 0.01% | 735 |
|
|
2022
Q4 | $1.51M | Buy |
58,494
+101
| +0.2% | +$2.6K | 0.02% | 514 |
|
|
2022
Q3 | $1.48M | Sell |
58,393
-357
| -0.6% | -$9.04K | 0.02% | 477 |
|
|
2022
Q2 | $1.46M | Buy |
58,750
+5,800
| +11% | +$144K | 0.02% | 500 |
|
|
2022
Q1 | $1.23M | Hold |
52,950
| – | – | 0.01% | 593 |
|
|
2021
Q4 | $1.13M | Sell |
52,950
-800
| -1% | -$17.1K | 0.01% | 617 |
|
|
2021
Q3 | $1.1M | Hold |
53,750
| – | – | 0.01% | 606 |
|
|
2021
Q2 | $1.11M | Sell |
53,750
-6,130
| -10% | -$126K | 0.01% | 603 |
|
|
2021
Q1 | $1.32M | Buy |
59,880
+350
| +0.6% | +$7.73K | 0.02% | 510 |
|
|
2020
Q4 | $1.16M | Hold |
59,530
| – | – | 0.02% | 471 |
|
|
2020
Q3 | $990K | Hold |
59,530
| – | – | 0.02% | 444 |
|
|
2020
Q2 | $1.12M | Sell |
59,530
-1,150
| -2% | -$21.6K | 0.02% | 424 |
|
|
2020
Q1 | $1.22M | Sell |
60,680
-500
| -0.8% | -$10K | 0.02% | 409 |
|
|
2019
Q4 | $1.32M | Buy |
61,180
+46,678
| +322% | +$1.01M | 0.02% | 441 |
|
|
2019
Q3 | $303K | Sell |
14,502
-784
| -5% | -$16.4K | 0.01% | 780 |
|
|
2019
Q2 | $321K | Buy |
15,286
+200
| +1% | +$4.2K | 0.01% | 762 |
|
|
2019
Q1 | $318K | Sell |
15,086
-700
| -4% | -$14.8K | 0.01% | 854 |
|
|
2018
Q4 | $319K | Hold |
15,786
| – | – | 0.01% | 794 |
|
|
2018
Q3 | $352K | Buy |
15,786
+3,000
| +23% | +$66.9K | 0.01% | 844 |
|
|
2018
Q2 | $287K | Sell |
12,786
-3,400
| -21% | -$76.3K | 0.01% | 893 |
|
|
2018
Q1 | $366K | Buy |
+16,186
| New | +$366K | 0.01% | 795 |
|
|
2017
Q3 | – | Sell |
-7,056
| Closed | -$158K | – | 1265 |
|
|
2017
Q2 | $158K | Buy |
7,056
+1,600
| +29% | +$35.8K | ﹤0.01% | 1056 |
|
|
2017
Q1 | $120K | Buy |
5,456
+4,706
| +627% | +$104K | ﹤0.01% | 1170 |
|
|
2016
Q4 | $17K | Buy |
750
+400
| +114% | +$9.07K | ﹤0.01% | 1964 |
|
|
2016
Q3 | $6K | Hold |
350
| – | – | ﹤0.01% | 2148 |
|
|
2016
Q2 | $5K | Buy |
+350
| New | +$5K | ﹤0.01% | 2117 |
|
|
2016
Q1 | – | Sell |
-1,609
| Closed | -$27K | – | 2258 |
|
|
2015
Q4 | $27K | Sell |
1,609
-554
| -26% | -$9.3K | ﹤0.01% | 1611 |
|
|
2015
Q3 | $36K | Sell |
2,163
-343
| -14% | -$5.71K | ﹤0.01% | 1491 |
|
|
2015
Q2 | $44K | Buy |
2,506
+1,806
| +258% | +$31.7K | ﹤0.01% | 1477 |
|
|
2015
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 1774 |
|
|
2014
Q4 | $11K | Sell |
700
-700
| -50% | -$11K | ﹤0.01% | 1799 |
|
|
2014
Q3 | $20K | Hold |
1,400
| – | – | ﹤0.01% | 1669 |
|
|
2014
Q2 | $22K | Buy |
1,400
+300
| +27% | +$4.71K | ﹤0.01% | 1625 |
|
|
2014
Q1 | $17K | Sell |
1,100
-300
| -21% | -$4.64K | ﹤0.01% | 1677 |
|
|
2013
Q4 | $23K | Buy |
+1,400
| New | +$23K | ﹤0.01% | 1515 |
|