Inspire 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 | – | Sell |
-128,950
| Closed | -$2.38M | – | 511 |
|
|
2025
Q1 | $2.38M | Buy |
128,950
+28,405
| +28% | +$524K | 0.28% | 64 |
|
|
2024
Q4 | $2.15M | Buy |
100,545
+11,534
| +13% | +$247K | 0.26% | 47 |
|
|
2024
Q3 | $1.59M | Buy |
89,011
+3,527
| +4% | +$62.9K | 0.19% | 81 |
|
|
2024
Q2 | $1.47M | Buy |
+85,484
| New | +$1.47M | 0.2% | 64 |
|
|
2021
Q1 | – | Sell |
-1,168
| Closed | -$23K | – | 231 |
|
|
2020
Q4 | $23K | Buy |
+1,168
| New | +$23K | 0.01% | 380 |
|