Kestra Advisory Services’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-7,975	Closed	-$205K	–	2122
2022 Q4	$205K	Buy	+7,975	New	+$205K	﹤0.01%	2008
2021 Q1	–	Sell	-22,189	Closed	-$430K	–	1891
2020 Q4	$430K	Buy	+22,189	New	+$430K	0.01%	1290