HAM
HoldCo Asset Management’s CVB Financial CVBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+12,967
| New | +$257K | 0.04% | 24 |
|
|
2024
Q3 | $231K | Hold |
12,967
| – | – | 1.22% | 15 |
|
|
2024
Q2 | $224K | Hold |
12,967
| – | – | 1.37% | 15 |
|
|
2024
Q1 | $231K | Hold |
12,967
| – | – | 1.38% | 15 |
|
|
2023
Q4 | $262K | Hold |
12,967
| – | – | 0.74% | 20 |
|
|
2023
Q3 | $215K | Hold |
12,967
| – | – | 0.6% | 22 |
|
|
2023
Q2 | $172K | Hold |
12,967
| – | – | 0.11% | 22 |
|
|
2023
Q1 | $216K | Hold |
12,967
| – | – | 0.12% | 19 |
|
|
2022
Q4 | $334K | Hold |
12,967
| – | – | 0.07% | 21 |
|
|
2022
Q3 | $328K | Hold |
12,967
| – | – | 0.1% | 21 |
|
|
2022
Q2 | $322K | Hold |
12,967
| – | – | 0.18% | 19 |
|
|
2022
Q1 | $301K | Buy |
+12,967
| New | +$301K | 0.22% | 21 |
|