Edgestream Partners’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 | $3.6M | Buy |
+181,826
| New | +$3.6M | 0.1% | 383 |
|
|
2024
Q3 | – | Sell |
-89,427
| Closed | -$1.54M | – | 884 |
|
|
2024
Q2 | $1.54M | Sell |
89,427
-6,900
| -7% | -$119K | 0.07% | 411 |
|
|
2024
Q1 | $1.72M | Buy |
96,327
+18,228
| +23% | +$325K | 0.09% | 370 |
|
|
2023
Q4 | $1.58M | Buy |
78,099
+62,127
| +389% | +$1.25M | 0.11% | 302 |
|
|
2023
Q3 | $265K | Sell |
15,972
-169,654
| -91% | -$2.81M | 0.02% | 739 |
|
|
2023
Q2 | $2.47M | Buy |
+185,626
| New | +$2.47M | 0.22% | 131 |
|