JFS Wealth Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98K | Sell |
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|
2025
Q1 | $2.51K | Buy |
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|
2024
Q4 | $2.14K | Hold |
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|
2024
Q3 | $1.78K | Buy |
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|
2024
Q2 | $1.66K | Hold |
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|
2024
Q1 | $1.71K | Sell |
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|
2023
Q4 | $2.85K | Buy |
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|
2023
Q3 | $1.61K | Buy |
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|
2023
Q2 | $970 | Buy |
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|
2023
Q1 | $1.02K | Sell |
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|
2022
Q4 | $4.15K | Buy |
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|
2022
Q3 | $4K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Buy |
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