Envestnet Asset Management’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
Q2 | $739K | Sell |
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|
2025
Q1 | $702K | Sell |
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|
2024
Q4 | $841K | Sell |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $972K | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $2.54M | Buy |
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|
2023
Q3 | $1.88M | Buy |
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|
2023
Q2 | $768K | Buy |
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|
2023
Q1 | $844K | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $923K | Buy |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $676K | Sell |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $700K | Buy |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $643K | Sell |
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|
2020
Q1 | $697K | Buy |
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|
2019
Q4 | $579K | Sell |
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|
2019
Q3 | $643K | Buy |
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|
2019
Q2 | $636K | Sell |
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|
2019
Q1 | $743K | Buy |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $151K | Buy |
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|
2018
Q1 | $147K | Buy |
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|
2017
Q4 | $129K | Buy |
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|
2017
Q3 | $116K | Sell |
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|
2017
Q2 | $159K | Buy |
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|
2017
Q1 | $131K | Sell |
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|
2016
Q4 | $174K | Sell |
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|
2016
Q3 | $228K | Buy |
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|
2016
Q2 | $198K | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $268K | Buy |
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|
2015
Q3 | $223K | Sell |
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|
2015
Q2 | $282K | Buy |
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|
2015
Q1 | $219K | Buy |
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