EverSource Wealth Advisors’s CVB Financial CVBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Buy |
1,322
+470
| +55% | +$9.3K | ﹤0.01% | 2080 |
|
|
2025
Q1 | $15.7K | Buy |
852
+216
| +34% | +$3.99K | ﹤0.01% | 1827 |
|
|
2024
Q4 | $13.6K | Buy |
636
+27
| +4% | +$578 | ﹤0.01% | 1846 |
|
|
2024
Q3 | $10.9K | Hold |
609
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q2 | $11.6K | Buy |
609
+58
| +11% | +$1.11K | ﹤0.01% | 1769 |
|
|
2024
Q1 | $9K | Buy |
551
+428
| +348% | +$6.99K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $2.48K | Hold |
123
| – | – | ﹤0.01% | 2110 |
|
|
2023
Q3 | $2.04K | Hold |
123
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q2 | $1.63K | Sell |
123
-491
| -80% | -$6.52K | ﹤0.01% | 2083 |
|
|
2023
Q1 | $10.2K | Buy |
614
+52
| +9% | +$867 | ﹤0.01% | 1338 |
|
|
2022
Q4 | $14.5K | Hold |
562
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q3 | $14K | Buy |
562
+299
| +114% | +$7.45K | ﹤0.01% | 1014 |
|
|
2022
Q2 | $7K | Hold |
263
| – | – | ﹤0.01% | 1146 |
|
|
2022
Q1 | $6K | Hold |
263
| – | – | ﹤0.01% | 1172 |
|
|
2021
Q4 | $6K | Buy |
+263
| New | +$6K | ﹤0.01% | 1171 |
|