Ethic Inc’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 | $200K | Sell |
10,167
-6,600
| -39% | -$130K | ﹤0.01% | 1125 |
|
|
2025
Q1 | $309K | Sell |
16,767
-1,498
| -8% | -$27.6K | 0.01% | 927 |
|
|
2024
Q4 | $391K | Sell |
18,265
-61
| -0.3% | -$1.31K | 0.01% | 871 |
|
|
2024
Q3 | $327K | Sell |
18,326
-432
| -2% | -$7.71K | 0.01% | 861 |
|
|
2024
Q2 | $323K | Buy |
18,758
+432
| +2% | +$7.45K | 0.01% | 887 |
|
|
2024
Q1 | $327K | Sell |
18,326
-12,877
| -41% | -$230K | 0.01% | 860 |
|
|
2023
Q4 | $630K | Sell |
31,203
-4,436
| -12% | -$89.6K | 0.02% | 666 |
|
|
2023
Q3 | $591K | Buy |
+35,639
| New | +$591K | 0.02% | 627 |
|