IFP Advisors’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 | $2.59K | Buy |
49
+45
| +1,125% | +$2.38K | ﹤0.01% | 3778 |
|
|
2025
Q1 | $74 | Hold |
4
| – | – | ﹤0.01% | 3941 |
|
|
2024
Q4 | $86 | Buy |
+4
| New | +$86 | ﹤0.01% | 4083 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3573 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3299 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3221 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3134 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3000 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2881 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2883 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2971 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3163 |
|
|
2019
Q1 | $17K | Hold |
790
| – | – | ﹤0.01% | 1408 |
|
|
2018
Q4 | $16K | Sell |
790
-430
| -35% | -$8.71K | ﹤0.01% | 2205 |
|
|
2018
Q3 | $27K | Hold |
1,220
| – | – | ﹤0.01% | 2253 |
|
|
2018
Q2 | $27K | Hold |
1,220
| – | – | ﹤0.01% | 2261 |
|
|
2018
Q1 | $29K | Hold |
1,220
| – | – | ﹤0.01% | 2149 |
|
|
2017
Q4 | $29K | Sell |
1,220
-53,062
| -98% | -$1.26M | ﹤0.01% | 2144 |
|
|
2017
Q3 | $1.31M | Sell |
54,282
-1,977
| -4% | -$47.8K | 0.05% | 363 |
|
|
2017
Q2 | $1.26M | Sell |
56,259
-2,000
| -3% | -$44.9K | 0.05% | 368 |
|
|
2017
Q1 | $1.29M | Sell |
58,259
-2,000
| -3% | -$44.2K | 0.06% | 356 |
|
|
2016
Q4 | $1.38M | Sell |
60,259
-1,214
| -2% | -$27.8K | 0.07% | 314 |
|
|
2016
Q3 | $1.08M | Sell |
61,473
-25,078
| -29% | -$442K | 0.06% | 337 |
|
|
2016
Q2 | $1.42M | Buy |
86,551
+85,761
| +10,856% | +$1.41M | 0.08% | 274 |
|
|
2016
Q1 | $17K | Sell |
790
-88,440
| -99% | -$1.9M | ﹤0.01% | 1408 |
|
|
2015
Q4 | $1.51M | Buy |
+89,230
| New | +$1.51M | 0.1% | 215 |
|