JFS Wealth 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 | $1.98K | Sell |
100
-36
| -26% | -$712 | ﹤0.01% | 1393 |
|
|
2025
Q1 | $2.51K | Buy |
136
+36
| +36% | +$665 | ﹤0.01% | 1383 |
|
|
2024
Q4 | $2.14K | Hold |
100
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q3 | $1.78K | Buy |
100
+4
| +4% | +$71 | ﹤0.01% | 1536 |
|
|
2024
Q2 | $1.66K | Hold |
96
| – | – | ﹤0.01% | 1510 |
|
|
2024
Q1 | $1.71K | Sell |
96
-45
| -32% | -$803 | ﹤0.01% | 1502 |
|
|
2023
Q4 | $2.85K | Buy |
141
+44
| +45% | +$888 | ﹤0.01% | 1278 |
|
|
2023
Q3 | $1.61K | Buy |
97
+24
| +33% | +$398 | ﹤0.01% | 1448 |
|
|
2023
Q2 | $970 | Buy |
73
+12
| +20% | +$159 | ﹤0.01% | 1617 |
|
|
2023
Q1 | $1.02K | Sell |
61
-100
| -62% | -$1.67K | ﹤0.01% | 1577 |
|
|
2022
Q4 | $4.15K | Buy |
161
+7
| +5% | +$180 | ﹤0.01% | 1068 |
|
|
2022
Q3 | $4K | Buy |
154
+1
| +0.7% | +$26 | ﹤0.01% | 1042 |
|
|
2022
Q2 | $4K | Buy |
153
+42
| +38% | +$1.1K | ﹤0.01% | 1059 |
|
|
2022
Q1 | $3K | Buy |
111
+66
| +147% | +$1.78K | ﹤0.01% | 1225 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1311 |
|