Gradient Investments’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,600
| Closed | -$72.7K | – | 1364 |
|
|
2023
Q4 | $72.7K | Hold |
3,600
| – | – | ﹤0.01% | 475 |
|
|
2023
Q3 | $59.7K | Hold |
3,600
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $47.8K | Sell |
3,600
-3,234
| -47% | -$44.6K | ﹤0.01% | 513 |
|
|
2023
Q1 | $114K | Hold |
6,834
| – | – | ﹤0.01% | 358 |
|
|
2022
Q4 | $176K | Hold |
6,834
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $173K | Hold |
6,834
| – | – | 0.01% | 297 |
|
|
2022
Q2 | $170K | Hold |
6,834
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $159K | Hold |
6,834
| – | – | ﹤0.01% | 312 |
|
|
2021
Q4 | $146K | Hold |
6,834
| – | – | ﹤0.01% | 312 |
|
|
2021
Q3 | $139K | Hold |
6,834
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $141K | Hold |
6,834
| – | – | ﹤0.01% | 323 |
|
|
2021
Q1 | $151K | Hold |
6,834
| – | – | ﹤0.01% | 313 |
|
|
2020
Q4 | $114K | Hold |
6,834
| – | – | ﹤0.01% | 304 |
|
|
2020
Q3 | $114K | Hold |
6,834
| – | – | ﹤0.01% | 304 |
|
|
2020
Q2 | $128K | Hold |
6,834
| – | – | 0.01% | 275 |
|
|
2020
Q1 | $137K | Hold |
6,834
| – | – | 0.01% | 250 |
|
|
2019
Q4 | $147K | Sell |
6,834
-468
| -6% | -$9.91K | 0.01% | 276 |
|
|
2019
Q3 | $152K | Hold |
7,302
| – | – | 0.01% | 268 |
|
|
2019
Q2 | $154K | Hold |
7,302
| – | – | 0.01% | 270 |
|
|
2019
Q1 | $154K | Hold |
7,302
| – | – | 0.01% | 260 |
|
|
2018
Q4 | $148K | Hold |
7,302
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $163K | Hold |
7,302
| – | – | 0.01% | 246 |
|
|
2018
Q2 | $164K | Hold |
7,302
| – | – | 0.01% | 239 |
|
|
2018
Q1 | $165K | Hold |
7,302
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $172K | Buy |
+7,302
| New | +$173K | 0.01% | 248 |
|
|
2017
Q3 | – | Sell |
-7,302
| Closed | -$164K | – | 326 |
|
|
2017
Q2 | $164K | Buy |
7,302
+600
| +9% | +$12.8K | 0.01% | 232 |
|
|
2017
Q1 | $148K | Hold |
6,702
| – | – | 0.01% | 235 |
|
|
2016
Q4 | $154K | Hold |
6,702
| – | – | 0.01% | 191 |
|
|
2016
Q3 | $118K | Hold |
6,702
| – | – | 0.01% | 205 |
|
|
2016
Q2 | $110K | Hold |
6,702
| – | – | 0.01% | 210 |
|
|
2016
Q1 | $117K | Hold |
6,702
| – | – | 0.01% | 203 |
|
|
2015
Q4 | $113K | Hold |
6,702
| – | – | 0.02% | 201 |
|
|
2015
Q3 | $112K | Hold |
6,702
| – | – | 0.02% | 191 |
|
|
2015
Q2 | $118K | Hold |
6,702
| – | – | 0.02% | 193 |
|
|
2015
Q1 | $107K | Hold |
6,702
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $107K | Hold |
6,702
| – | – | 0.02% | 186 |
|
|
2014
Q3 | $96K | Hold |
6,702
| – | – | 0.02% | 176 |
|
|
2014
Q2 | $107K | Buy |
+6,702
| New | +$101K | 0.02% | 179 |
|
Other funds holding CVBF
SAM
Gradient Investments's CVBF Position: Q1 2024 in Review
Gradient Investments sold out of CVB Financial (CVBF) in Q1 2024, closing a stake of 3,600 shares — an estimated $72.7K sold.
Gradient Investments first reported a position in CVBF in Q2 2014 and held it in 38 quarters. The position peaked at $176K in Q4 2022. 224 funds tracked by Wall St. Rank hold CVBF as of Q1 2024.
- Gradient Investments reported no remaining CVB Financial position as of Q1 2024 after selling out during the quarter.
- Gradient Investments sold 3,600 CVB Financial shares in Q1 2024, an estimated $72.7K.
- Gradient Investments first reported a position in CVB Financial in Q2 2014 and held it in 38 quarters.
- Gradient Investments's CVB Financial position peaked at $176K in Q4 2022.
- 224 funds tracked by Wall St. Rank held CVB Financial as of Q1 2024.
Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.