Farther Finance Advisors’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 | $16K | Sell |
809
-17
| -2% | -$337 | ﹤0.01% | 2810 |
|
|
2025
Q1 | $15.2K | Sell |
826
-68
| -8% | -$1.25K | ﹤0.01% | 2517 |
|
|
2024
Q4 | $19.1K | Sell |
894
-7
| -0.8% | -$150 | ﹤0.01% | 2096 |
|
|
2024
Q3 | $16.1K | Buy |
901
+69
| +8% | +$1.23K | ﹤0.01% | 2175 |
|
|
2024
Q2 | $14.2K | Buy |
832
+135
| +19% | +$2.3K | ﹤0.01% | 1921 |
|
|
2024
Q1 | $12.1K | Sell |
697
-67
| -9% | -$1.17K | ﹤0.01% | 1685 |
|
|
2023
Q4 | $15.4K | Buy |
764
+699
| +1,075% | +$14.1K | ﹤0.01% | 1417 |
|
|
2023
Q3 | $1.08K | Buy |
65
+45
| +225% | +$746 | ﹤0.01% | 2063 |
|
|
2023
Q2 | $266 | Sell |
20
-6
| -23% | -$80 | ﹤0.01% | 2312 |
|
|
2023
Q1 | $434 | Hold |
26
| – | – | ﹤0.01% | 2040 |
|
|
2022
Q4 | $670 | Buy |
+26
| New | +$670 | ﹤0.01% | 1759 |
|