LifeSteps Financial’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-70,056
| Closed | -$1.25M | – | 151 |
|
|
2024
Q1 | $1.25M | Hold |
70,056
| – | – | 0.94% | 23 |
|
|
2023
Q4 | $1.41M | Hold |
70,056
| – | – | 1.25% | 20 |
|
|
2023
Q3 | $1.16M | Sell |
70,056
-49,000
| -41% | -$812K | 1.18% | 22 |
|
|
2023
Q2 | $1.58M | Sell |
119,056
-27,000
| -18% | -$359K | 1.56% | 16 |
|
|
2023
Q1 | $2.44M | Sell |
146,056
-22,213
| -13% | -$371K | 2.58% | 9 |
|
|
2022
Q4 | $4.33M | Buy |
+168,269
| New | +$4.33M | 4.51% | 5 |
|