Jim Simons’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 | $7.91M | Buy |
399,788
+26,800
| +7% | +$530K | 0.01% | 1225 |
|
|
2025
Q1 | $6.89M | Buy |
372,988
+290,800
| +354% | +$5.37M | 0.01% | 1223 |
|
|
2024
Q4 | $1.76M | Sell |
82,188
-28,006
| -25% | -$600K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $1.96M | Sell |
110,194
-1,500
| -1% | -$26.7K | ﹤0.01% | 2033 |
|
|
2024
Q2 | $1.93M | Buy |
111,694
+65,800
| +143% | +$1.13M | ﹤0.01% | 1910 |
|
|
2024
Q1 | $819K | Sell |
45,894
-500
| -1% | -$8.92K | ﹤0.01% | 2610 |
|
|
2023
Q4 | $937K | Sell |
46,394
-101,525
| -69% | -$2.05M | ﹤0.01% | 2447 |
|
|
2023
Q3 | $2.45M | Sell |
147,919
-608,775
| -80% | -$10.1M | ﹤0.01% | 1741 |
|
|
2023
Q2 | $10M | Sell |
756,694
-112,700
| -13% | -$1.5M | 0.01% | 1024 |
|
|
2023
Q1 | $14.5M | Buy |
869,394
+439,400
| +102% | +$7.33M | 0.02% | 891 |
|
|
2022
Q4 | $11.1M | Sell |
429,994
-10,700
| -2% | -$276K | 0.02% | 1034 |
|
|
2022
Q3 | $11.2M | Buy |
440,694
+161,500
| +58% | +$4.09M | 0.02% | 976 |
|
|
2022
Q2 | $6.93M | Buy |
279,194
+240,494
| +621% | +$5.97M | 0.01% | 1323 |
|
|
2022
Q1 | $898K | Sell |
38,700
-54,300
| -58% | -$1.26M | ﹤0.01% | 2798 |
|
|
2021
Q4 | $1.99M | Sell |
93,000
-92,294
| -50% | -$1.98M | ﹤0.01% | 2152 |
|
|
2021
Q3 | $3.77M | Sell |
185,294
-63,500
| -26% | -$1.29M | ﹤0.01% | 1633 |
|
|
2021
Q2 | $5.12M | Sell |
248,794
-270,787
| -52% | -$5.58M | 0.01% | 1622 |
|
|
2021
Q1 | $11.5M | Sell |
519,581
-299,500
| -37% | -$6.62M | 0.01% | 1106 |
|
|
2020
Q4 | $16M | Sell |
819,081
-157,713
| -16% | -$3.08M | 0.02% | 873 |
|
|
2020
Q3 | $16.2M | Sell |
976,794
-86,606
| -8% | -$1.44M | 0.02% | 846 |
|
|
2020
Q2 | $19.9M | Sell |
1,063,400
-264,200
| -20% | -$4.95M | 0.02% | 816 |
|
|
2020
Q1 | $26.6M | Buy |
1,327,600
+70,506
| +6% | +$1.41M | 0.03% | 636 |
|
|
2019
Q4 | $27.1M | Buy |
1,257,094
+11,500
| +0.9% | +$248K | 0.02% | 829 |
|
|
2019
Q3 | $26M | Buy |
1,245,594
+747,100
| +150% | +$15.6M | 0.02% | 819 |
|
|
2019
Q2 | $10.5M | Buy |
498,494
+237,500
| +91% | +$4.99M | 0.01% | 1370 |
|
|
2019
Q1 | $5.49M | Buy |
260,994
+155,894
| +148% | +$3.28M | 0.01% | 1746 |
|
|
2018
Q4 | $2.13M | Buy |
+105,100
| New | +$2.13M | ﹤0.01% | 2199 |
|
|
2018
Q2 | – | Sell |
-96,194
| Closed | -$2.18M | – | 3300 |
|
|
2018
Q1 | $2.18M | Buy |
+96,194
| New | +$2.18M | ﹤0.01% | 2282 |
|
|
2013
Q4 | – | Sell |
-12,594
| Closed | -$170K | – | 2872 |
|
|
2013
Q3 | $170K | Sell |
12,594
-262,600
| -95% | -$3.54M | ﹤0.01% | 2610 |
|
|
2013
Q2 | $3.24M | Buy |
+275,194
| New | +$3.24M | 0.01% | 1326 |
|