IFP Advisors’s CVB Financial CVBF Stock Holding History

IFP Advisors’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.59K	Buy
2025 Q1	$74	Hold
2024 Q4	$86	Buy
2021 Q3	–	Hold
2021 Q2	–	Hold
2021 Q1	–	Hold
2020 Q4	–	Hold
2020 Q3	–	Hold
2020 Q2	–	Hold
2020 Q1	–	Hold
2019 Q4	–	Hold
2019 Q3	–	Hold
2019 Q1	$17K	Hold
2018 Q4	$16K	Sell
2018 Q3	$27K	Hold
2018 Q2	$27K	Hold
2018 Q1	$29K	Hold
2017 Q4	$29K	Sell
2017 Q3	$1.31M	Sell
2017 Q2	$1.26M	Sell
2017 Q1	$1.29M	Sell
2016 Q4	$1.38M	Sell
2016 Q3	$1.08M	Sell
2016 Q2	$1.42M	Buy
2016 Q1	$17K	Sell
2015 Q4	$1.51M	Buy