Envestnet Asset Management’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 | $739K | Sell |
37,324
-687
| -2% | -$13.6K | ﹤0.01% | 3447 |
|
|
2025
Q1 | $702K | Sell |
38,011
-1,287
| -3% | -$23.8K | ﹤0.01% | 3409 |
|
|
2024
Q4 | $841K | Sell |
39,298
-2,977
| -7% | -$63.7K | ﹤0.01% | 3274 |
|
|
2024
Q3 | $753K | Sell |
42,275
-14,134
| -25% | -$252K | ﹤0.01% | 3288 |
|
|
2024
Q2 | $972K | Sell |
56,409
-6,810
| -11% | -$117K | ﹤0.01% | 3059 |
|
|
2024
Q1 | $1.13M | Sell |
63,219
-62,729
| -50% | -$1.12M | ﹤0.01% | 2953 |
|
|
2023
Q4 | $2.54M | Buy |
125,948
+12,251
| +11% | +$247K | ﹤0.01% | 2318 |
|
|
2023
Q3 | $1.88M | Buy |
113,697
+55,887
| +97% | +$926K | ﹤0.01% | 2409 |
|
|
2023
Q2 | $768K | Buy |
57,810
+7,189
| +14% | +$95.5K | ﹤0.01% | 2963 |
|
|
2023
Q1 | $844K | Buy |
50,621
+4,735
| +10% | +$79K | ﹤0.01% | 2791 |
|
|
2022
Q4 | $1.18M | Buy |
45,886
+4,067
| +10% | +$105K | ﹤0.01% | 2513 |
|
|
2022
Q3 | $1.06M | Sell |
41,819
-261
| -0.6% | -$6.61K | ﹤0.01% | 2526 |
|
|
2022
Q2 | $1.04M | Buy |
42,080
+2,311
| +6% | +$57.3K | ﹤0.01% | 2558 |
|
|
2022
Q1 | $923K | Buy |
39,769
+5,504
| +16% | +$128K | ﹤0.01% | 2729 |
|
|
2021
Q4 | $734K | Buy |
34,265
+1,083
| +3% | +$23.2K | ﹤0.01% | 2830 |
|
|
2021
Q3 | $676K | Sell |
33,182
-2,744
| -8% | -$55.9K | ﹤0.01% | 2786 |
|
|
2021
Q2 | $740K | Buy |
35,926
+4,238
| +13% | +$87.3K | ﹤0.01% | 2724 |
|
|
2021
Q1 | $700K | Buy |
31,688
+4,110
| +15% | +$90.8K | ﹤0.01% | 2651 |
|
|
2020
Q4 | $538K | Sell |
27,578
-5,470
| -17% | -$107K | ﹤0.01% | 2616 |
|
|
2020
Q3 | $550K | Sell |
33,048
-1,276
| -4% | -$21.2K | ﹤0.01% | 2399 |
|
|
2020
Q2 | $643K | Sell |
34,324
-446
| -1% | -$8.36K | ﹤0.01% | 2252 |
|
|
2020
Q1 | $697K | Buy |
34,770
+7,962
| +30% | +$160K | ﹤0.01% | 2028 |
|
|
2019
Q4 | $579K | Sell |
26,808
-3,999
| -13% | -$86.4K | ﹤0.01% | 2362 |
|
|
2019
Q3 | $643K | Buy |
30,807
+558
| +2% | +$11.6K | ﹤0.01% | 2224 |
|
|
2019
Q2 | $636K | Sell |
30,249
-5,038
| -14% | -$106K | ﹤0.01% | 2237 |
|
|
2019
Q1 | $743K | Buy |
35,287
+5,753
| +19% | +$121K | ﹤0.01% | 2084 |
|
|
2018
Q4 | $597K | Buy |
+29,534
| New | +$597K | ﹤0.01% | 2047 |
|
|
2018
Q3 | – | Sell |
-6,716
| Closed | -$151K | – | 1531 |
|
|
2018
Q2 | $151K | Buy |
6,716
+177
| +3% | +$3.98K | ﹤0.01% | 1805 |
|
|
2018
Q1 | $147K | Buy |
6,539
+1,050
| +19% | +$23.6K | ﹤0.01% | 1762 |
|
|
2017
Q4 | $129K | Buy |
5,489
+674
| +14% | +$15.8K | ﹤0.01% | 2016 |
|
|
2017
Q3 | $116K | Sell |
4,815
-2,254
| -32% | -$54.3K | ﹤0.01% | 2035 |
|
|
2017
Q2 | $159K | Buy |
7,069
+1,135
| +19% | +$25.5K | ﹤0.01% | 1952 |
|
|
2017
Q1 | $131K | Sell |
5,934
-1,627
| -22% | -$35.9K | ﹤0.01% | 2078 |
|
|
2016
Q4 | $174K | Sell |
7,561
-5,381
| -42% | -$124K | ﹤0.01% | 1948 |
|
|
2016
Q3 | $228K | Buy |
12,942
+851
| +7% | +$15K | ﹤0.01% | 1964 |
|
|
2016
Q2 | $198K | Sell |
12,091
-1,241
| -9% | -$20.3K | ﹤0.01% | 2095 |
|
|
2016
Q1 | $233K | Sell |
13,332
-2,521
| -16% | -$44.1K | ﹤0.01% | 1986 |
|
|
2015
Q4 | $268K | Buy |
15,853
+2,493
| +19% | +$42.1K | ﹤0.01% | 1886 |
|
|
2015
Q3 | $223K | Sell |
13,360
-2,662
| -17% | -$44.4K | ﹤0.01% | 1958 |
|
|
2015
Q2 | $282K | Buy |
16,022
+2,303
| +17% | +$40.5K | ﹤0.01% | 1983 |
|
|
2015
Q1 | $219K | Buy |
+13,719
| New | +$219K | ﹤0.01% | 1918 |
|