LPL Financial’s Civista Bancshares CIVB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $296K | Buy |
12,772
+131
| +1% | +$3.04K | ﹤0.01% | 4677 |
|
2025
Q1 | $247K | Buy |
12,641
+23
| +0.2% | +$449 | ﹤0.01% | 4599 |
|
2024
Q4 | $265K | Hold |
12,618
| – | – | ﹤0.01% | 4532 |
|
2024
Q3 | $225K | Sell |
12,618
-2,000
| -14% | -$35.6K | ﹤0.01% | 4552 |
|
2024
Q2 | $226K | Sell |
14,618
-119
| -0.8% | -$1.84K | ﹤0.01% | 4379 |
|
2024
Q1 | $227K | Hold |
14,737
| – | – | ﹤0.01% | 4347 |
|
2023
Q4 | $272K | Buy |
14,737
+119
| +0.8% | +$2.19K | ﹤0.01% | 4110 |
|
2023
Q3 | $227K | Buy |
14,618
+2,725
| +23% | +$42.2K | ﹤0.01% | 4091 |
|
2023
Q2 | $207K | Hold |
11,893
| – | – | ﹤0.01% | 4076 |
|
2023
Q1 | $201K | Hold |
11,893
| – | – | ﹤0.01% | 4017 |
|
2022
Q4 | $262K | Buy |
+11,893
| New | +$262K | ﹤0.01% | 3741 |
|