Guggenheim Capital’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 | $233K | Buy |
11,750
+1,409
| +14% | +$27.9K | ﹤0.01% | 1463 |
|
2025
Q1 | $191K | Buy |
+10,341
| New | +$191K | ﹤0.01% | 1541 |
|
2024
Q4 | – | Sell |
-12,773
| Closed | -$228K | – | 1739 |
|
2024
Q3 | $228K | Sell |
12,773
-9,301
| -42% | -$166K | ﹤0.01% | 1722 |
|
2024
Q2 | $381K | Sell |
22,074
-7,459
| -25% | -$129K | ﹤0.01% | 1556 |
|
2024
Q1 | $527K | Buy |
29,533
+3,490
| +13% | +$62.3K | ﹤0.01% | 1452 |
|
2023
Q4 | $526K | Sell |
26,043
-1,825
| -7% | -$36.8K | ﹤0.01% | 1426 |
|
2023
Q3 | $462K | Sell |
27,868
-3,973
| -12% | -$65.8K | ﹤0.01% | 1464 |
|
2023
Q2 | $423K | Buy |
31,841
+4,774
| +18% | +$63.4K | ﹤0.01% | 1542 |
|
2023
Q1 | $451K | Buy |
27,067
+1,549
| +6% | +$25.8K | ﹤0.01% | 1527 |
|
2022
Q4 | $657K | Sell |
25,518
-520
| -2% | -$13.4K | 0.01% | 1362 |
|
2022
Q3 | $660K | Buy |
26,038
+3,438
| +15% | +$87.1K | 0.01% | 1356 |
|
2022
Q2 | $561K | Sell |
22,600
-4,693
| -17% | -$116K | ﹤0.01% | 1526 |
|
2022
Q1 | $633K | Sell |
27,293
-873
| -3% | -$20.2K | ﹤0.01% | 1583 |
|
2021
Q4 | $603K | Buy |
28,166
+4,442
| +19% | +$95.1K | ﹤0.01% | 1595 |
|
2021
Q3 | $483K | Sell |
23,724
-694
| -3% | -$14.1K | ﹤0.01% | 1745 |
|
2021
Q2 | $503K | Sell |
24,418
-174
| -0.7% | -$3.58K | ﹤0.01% | 1823 |
|
2021
Q1 | $543K | Buy |
24,592
+6,484
| +36% | +$143K | ﹤0.01% | 1675 |
|
2020
Q4 | $353K | Buy |
18,108
+2,538
| +16% | +$49.5K | ﹤0.01% | 1773 |
|
2020
Q3 | $259K | Sell |
15,570
-1,985
| -11% | -$33K | ﹤0.01% | 1687 |
|
2020
Q2 | $329K | Sell |
17,555
-2,396
| -12% | -$44.9K | ﹤0.01% | 1580 |
|
2020
Q1 | $400K | Buy |
19,951
+3,288
| +20% | +$65.9K | ﹤0.01% | 1448 |
|
2019
Q4 | $360K | Buy |
16,663
+1,337
| +9% | +$28.9K | ﹤0.01% | 1743 |
|
2019
Q3 | $320K | Buy |
15,326
+885
| +6% | +$18.5K | ﹤0.01% | 1817 |
|
2019
Q2 | $304K | Buy |
+14,441
| New | +$304K | ﹤0.01% | 1859 |
|
2018
Q4 | – | Sell |
-12,091
| Closed | -$270K | – | 2200 |
|
2018
Q3 | $270K | Buy |
12,091
+2,959
| +32% | +$66.1K | ﹤0.01% | 2244 |
|
2018
Q2 | $206K | Sell |
9,132
-7,546
| -45% | -$170K | ﹤0.01% | 2295 |
|
2018
Q1 | $378K | Sell |
16,678
-6,356
| -28% | -$144K | ﹤0.01% | 2459 |
|
2017
Q4 | $544K | Buy |
23,034
+7,807
| +51% | +$184K | ﹤0.01% | 2332 |
|
2017
Q3 | $369K | Sell |
15,227
-2,226
| -13% | -$53.9K | ﹤0.01% | 2485 |
|
2017
Q2 | $391K | Sell |
17,453
-5,061
| -22% | -$113K | ﹤0.01% | 2481 |
|
2017
Q1 | $497K | Sell |
22,514
-3,933
| -15% | -$86.8K | ﹤0.01% | 2381 |
|
2016
Q4 | $606K | Buy |
26,447
+9,993
| +61% | +$229K | ﹤0.01% | 2351 |
|
2016
Q3 | $290K | Sell |
16,454
-3,637
| -18% | -$64.1K | ﹤0.01% | 2566 |
|
2016
Q2 | $329K | Buy |
20,091
+9,760
| +94% | +$160K | ﹤0.01% | 2515 |
|
2016
Q1 | $180K | Sell |
10,331
-3,963
| -28% | -$69K | ﹤0.01% | 2699 |
|
2015
Q4 | $242K | Buy |
+14,294
| New | +$242K | ﹤0.01% | 2712 |
|
2015
Q3 | – | Sell |
-26,373
| Closed | -$464K | – | 2971 |
|
2015
Q2 | $464K | Buy |
26,373
+3,922
| +17% | +$69K | ﹤0.01% | 2564 |
|
2015
Q1 | $358K | Buy |
22,451
+6,001
| +36% | +$95.7K | ﹤0.01% | 2640 |
|
2014
Q4 | $264K | Buy |
16,450
+4,409
| +37% | +$70.8K | ﹤0.01% | 2713 |
|
2014
Q3 | $173K | Buy |
12,041
+1,490
| +14% | +$21.4K | ﹤0.01% | 2800 |
|
2014
Q2 | $169K | Sell |
10,551
-4,784
| -31% | -$76.6K | ﹤0.01% | 2888 |
|
2014
Q1 | $244K | Buy |
15,335
+1,618
| +12% | +$25.7K | ﹤0.01% | 2761 |
|
2013
Q4 | $234K | Sell |
13,717
-549
| -4% | -$9.37K | ﹤0.01% | 2728 |
|
2013
Q3 | $193K | Sell |
14,266
-13,028
| -48% | -$176K | ﹤0.01% | 2682 |
|
2013
Q2 | $321K | Buy |
+27,294
| New | +$321K | ﹤0.01% | 2513 |
|