Global Financial Private Client’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	–	Sell	-18	Closed	-$332	–	539
2025 Q1	$332	Buy	18 +9	+100%	+$166	﹤0.01%	1415
2024 Q4	$193	Buy	+9	New	+$193	﹤0.01%	1281