IEQ 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 | $429K | Buy |
21,697
+248
| +1% | +$4.91K | ﹤0.01% | 1235 |
|
|
2025
Q1 | $396K | Sell |
21,449
-9,899
| -32% | -$183K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $671K | Buy |
31,348
+10,336
| +49% | +$221K | 0.01% | 765 |
|
|
2024
Q3 | $374K | Buy |
21,012
+209
| +1% | +$3.72K | ﹤0.01% | 851 |
|
|
2024
Q2 | $359K | Buy |
20,803
+256
| +1% | +$4.41K | ﹤0.01% | 752 |
|
|
2024
Q1 | $367K | Buy |
20,547
+5,166
| +34% | +$92.2K | 0.01% | 719 |
|
|
2023
Q4 | $311K | Buy |
15,381
+186
| +1% | +$3.76K | 0.01% | 720 |
|
|
2023
Q3 | $252K | Buy |
15,195
+177
| +1% | +$2.93K | 0.01% | 770 |
|
|
2023
Q2 | $199K | Buy |
+15,018
| New | +$199K | ﹤0.01% | 806 |
|