Everence Capital 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 | $199K | Sell |
10,060
-4,870
| -33% | -$96.3K | 0.01% | 757 |
|
|
2025
Q1 | $276K | Hold |
14,930
| – | – | 0.02% | 601 |
|
|
2024
Q4 | $320K | Sell |
14,930
-850
| -5% | -$18.2K | 0.02% | 547 |
|
|
2024
Q3 | $281K | Sell |
15,780
-5,780
| -27% | -$103K | 0.02% | 613 |
|
|
2024
Q2 | $352 | Hold |
21,560
| – | – | 0.02% | 493 |
|
|
2024
Q1 | $385 | Hold |
21,560
| – | – | 0.03% | 491 |
|
|
2023
Q4 | $435K | Buy |
21,560
+5,790
| +37% | +$117K | 0.03% | 437 |
|
|
2023
Q3 | $261 | Buy |
+15,770
| New | +$261 | 0.02% | 586 |
|
|
2023
Q1 | – | Sell |
-26,090
| Closed | -$672 | – | 753 |
|
|
2022
Q4 | $672 | Hold |
26,090
| – | – | 0.06% | 286 |
|
|
2022
Q3 | $661K | Buy |
26,090
+4,410
| +20% | +$112K | 0.06% | 270 |
|
|
2022
Q2 | $538K | Buy |
21,680
+8,680
| +67% | +$215K | 0.05% | 314 |
|
|
2022
Q1 | $302K | Buy |
+13,000
| New | +$302K | 0.02% | 559 |
|
|
2021
Q2 | – | Sell |
-17,620
| Closed | -$389K | – | 731 |
|
|
2021
Q1 | $389K | Hold |
17,620
| – | – | 0.04% | 456 |
|
|
2020
Q4 | $344K | Sell |
17,620
-5,260
| -23% | -$103K | 0.03% | 461 |
|
|
2020
Q3 | $380K | Hold |
22,880
| – | – | 0.04% | 380 |
|
|
2020
Q2 | $446K | Hold |
22,880
| – | – | 0.05% | 333 |
|
|
2020
Q1 | $459K | Buy |
22,880
+3,550
| +18% | +$71.2K | 0.06% | 261 |
|
|
2019
Q4 | $417K | Hold |
19,330
| – | – | 0.06% | 348 |
|
|
2019
Q3 | $403K | Buy |
19,330
+5,550
| +40% | +$116K | 0.07% | 323 |
|
|
2019
Q2 | $290K | Hold |
13,780
| – | – | 0.05% | 441 |
|
|
2019
Q1 | $290K | Buy |
+13,780
| New | +$290K | 0.05% | 422 |
|