D.A. Davidson & Co’s CVB Financial CVBF Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | $933K | Hold |  | |||||
| 2025 Q2 | $977K | Hold |  | |||||
| 2025 Q1 | $911K | Hold |  | |||||
| 2024 Q4 | $1.06M | Hold |  | |||||
| 2024 Q3 | $880K | Hold |  | |||||
| 2024 Q2 | $851K | Hold |  | |||||
| 2024 Q1 | $881K | Buy |  | |||||
| 2023 Q4 | $936K | Sell |  | |||||
| 2023 Q3 | $834K | Hold |  | |||||
| 2023 Q2 | $669K | Sell |  | |||||
| 2023 Q1 | $847K | Sell |  | |||||
| 2022 Q4 | $1.51M | Buy |  | |||||
| 2022 Q3 | $1.48M | Sell |  | |||||
| 2022 Q2 | $1.46M | Buy |  | |||||
| 2022 Q1 | $1.23M | Hold |  | |||||
| 2021 Q4 | $1.13M | Sell |  | |||||
| 2021 Q3 | $1.09M | Hold |  | |||||
| 2021 Q2 | $1.11M | Sell |  | |||||
| 2021 Q1 | $1.32M | Buy |  | |||||
| 2020 Q4 | $1.16M | Hold |  | |||||
| 2020 Q3 | $990K | Hold |  | |||||
| 2020 Q2 | $1.12M | Sell |  | |||||
| 2020 Q1 | $1.22M | Sell |  | |||||
| 2019 Q4 | $1.32M | Buy |  | |||||
| 2019 Q3 | $303K | Sell |  | |||||
| 2019 Q2 | $321K | Buy |  | |||||
| 2019 Q1 | $318K | Sell |  | |||||
| 2018 Q4 | $319K | Hold |  | |||||
| 2018 Q3 | $352K | Buy |  | |||||
| 2018 Q2 | $287K | Sell |  | |||||
| 2018 Q1 | $366K | Buy |  | |||||
| 2017 Q3 | – | Sell |  | |||||
| 2017 Q2 | $158K | Buy |  | |||||
| 2017 Q1 | $120K | Buy |  | |||||
| 2016 Q4 | $17K | Buy |  | |||||
| 2016 Q3 | $6K | Hold |  | |||||
| 2016 Q2 | $5K | Buy |  | |||||
| 2016 Q1 | – | Sell |  | |||||
| 2015 Q4 | $27K | Sell |  | |||||
| 2015 Q3 | $36K | Sell |  | |||||
| 2015 Q2 | $44K | Buy |  | |||||
| 2015 Q1 | $11K | Hold |  | |||||
| 2014 Q4 | $11K | Sell |  | |||||
| 2014 Q3 | $20K | Hold |  | |||||
| 2014 Q2 | $22K | Buy |  | |||||
| 2014 Q1 | $17K | Sell |  | |||||
| 2013 Q4 | $23K | Buy |  |