Global Retirement Partners’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 | $1.83K | Buy |
+93
| New | +$1.83K | ﹤0.01% | 3265 |
|
|
2024
Q4 | $941 | Hold |
44
| – | – | ﹤0.01% | 3285 |
|
|
2024
Q3 | $777 | Buy |
44
+12
| +38% | +$212 | ﹤0.01% | 3198 |
|
|
2024
Q2 | $556 | Hold |
32
| – | – | ﹤0.01% | 3273 |
|
|
2024
Q1 | $569 | Hold |
32
| – | – | ﹤0.01% | 3105 |
|
|
2023
Q4 | $589 | Buy |
32
+1
| +3% | +$18 | ﹤0.01% | 3038 |
|
|
2023
Q3 | $498 | Hold |
31
| – | – | ﹤0.01% | 2962 |
|
|
2023
Q2 | $409 | Hold |
31
| – | – | ﹤0.01% | 2989 |
|
|
2023
Q1 | $404 | Sell |
31
-100
| -76% | -$1.3K | ﹤0.01% | 2967 |
|
|
2022
Q4 | $3.38K | Hold |
131
| – | – | ﹤0.01% | 2157 |
|
|
2022
Q3 | $4K | Buy |
131
+46
| +54% | +$1.41K | ﹤0.01% | 1981 |
|
|
2022
Q2 | $2K | Buy |
85
+7
| +9% | +$165 | ﹤0.01% | 2174 |
|
|
2022
Q1 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 2158 |
|
|
2021
Q1 | – | Sell |
-812
| Closed | -$16K | – | 1793 |
|
|
2020
Q4 | $16K | Buy |
812
+62
| +8% | +$1.22K | ﹤0.01% | 1106 |
|
|
2020
Q3 | $12K | Hold |
750
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q2 | $14K | Buy |
750
+487
| +185% | +$9.09K | ﹤0.01% | 1012 |
|
|
2020
Q1 | $5K | Buy |
+263
| New | +$5K | ﹤0.01% | 1210 |
|