LPL Financial’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 | $1.69M | Buy |
85,345
+10,628
| +14% | +$210K | ﹤0.01% | 3262 |
|
|
2025
Q1 | $1.38M | Buy |
74,717
+13,500
| +22% | +$249K | ﹤0.01% | 3246 |
|
|
2024
Q4 | $1.31M | Sell |
61,217
-23,675
| -28% | -$507K | ﹤0.01% | 3232 |
|
|
2024
Q3 | $1.51M | Buy |
84,892
+42,652
| +101% | +$760K | ﹤0.01% | 2964 |
|
|
2024
Q2 | $728K | Sell |
42,240
-34,155
| -45% | -$589K | ﹤0.01% | 3493 |
|
|
2024
Q1 | $1.36M | Buy |
76,395
+28,305
| +59% | +$505K | ﹤0.01% | 2889 |
|
|
2023
Q4 | $971K | Buy |
48,090
+15,522
| +48% | +$313K | ﹤0.01% | 3051 |
|
|
2023
Q3 | $540K | Buy |
32,568
+3,003
| +10% | +$49.8K | ﹤0.01% | 3399 |
|
|
2023
Q2 | $393K | Buy |
29,565
+9,850
| +50% | +$131K | ﹤0.01% | 3612 |
|
|
2023
Q1 | $329K | Buy |
19,715
+585
| +3% | +$9.76K | ﹤0.01% | 3646 |
|
|
2022
Q4 | $493K | Buy |
19,130
+91
| +0.5% | +$2.34K | ﹤0.01% | 3244 |
|
|
2022
Q3 | $482K | Sell |
19,039
-46,390
| -71% | -$1.17M | ﹤0.01% | 3179 |
|
|
2022
Q2 | $1.62M | Buy |
65,429
+446
| +0.7% | +$11.1K | ﹤0.01% | 2183 |
|
|
2022
Q1 | $1.51M | Buy |
64,983
+48,553
| +296% | +$1.13M | ﹤0.01% | 2258 |
|
|
2021
Q4 | $352K | Buy |
16,430
+7
| +0% | +$150 | ﹤0.01% | 3561 |
|
|
2021
Q3 | $335K | Buy |
+16,423
| New | +$335K | ﹤0.01% | 3544 |
|
|
2021
Q1 | – | Sell |
-17,099
| Closed | -$333K | – | 4068 |
|
|
2020
Q4 | $333K | Buy |
17,099
+320
| +2% | +$6.23K | ﹤0.01% | 3106 |
|
|
2020
Q3 | $279K | Sell |
16,779
-135
| -0.8% | -$2.25K | ﹤0.01% | 2938 |
|
|
2020
Q2 | $317K | Buy |
+16,914
| New | +$317K | ﹤0.01% | 2774 |
|
|
2017
Q3 | – | Sell |
-35,054
| Closed | -$786K | – | 2863 |
|
|
2017
Q2 | $786K | Sell |
35,054
-2,700
| -7% | -$60.5K | ﹤0.01% | 1540 |
|
|
2017
Q1 | $811K | Buy |
37,754
+16
| +0% | +$344 | 0.01% | 1413 |
|
|
2016
Q4 | $869K | Hold |
37,738
| – | – | 0.01% | 1317 |
|
|
2016
Q3 | $659K | Hold |
37,738
| – | – | 0.01% | 1494 |
|
|
2016
Q2 | $592K | Sell |
37,738
-37,218
| -50% | -$584K | 0.01% | 1529 |
|
|
2016
Q1 | $1.26M | Hold |
74,956
| – | – | ﹤0.01% | 1502 |
|
|
2015
Q4 | $1.24M | Buy |
74,956
+37,478
| +100% | +$620K | ﹤0.01% | 1508 |
|
|
2015
Q3 | $627K | Buy |
+37,478
| New | +$627K | ﹤0.01% | 1596 |
|
|
2015
Q1 | – | Sell |
-10,403
| Closed | -$167K | – | 2805 |
|
|
2014
Q4 | $167K | Sell |
10,403
-1,000
| -9% | -$16.1K | ﹤0.01% | 2545 |
|
|
2014
Q3 | $163K | Buy |
11,403
+1,125
| +11% | +$16.1K | ﹤0.01% | 2522 |
|
|
2014
Q2 | $165K | Hold |
10,278
| – | – | ﹤0.01% | 2532 |
|
|
2014
Q1 | $163K | Sell |
10,278
-137
| -1% | -$2.17K | ﹤0.01% | 2497 |
|
|
2013
Q4 | $178K | Buy |
10,415
+17
| +0.2% | +$291 | ﹤0.01% | 2466 |
|
|
2013
Q3 | $145K | Sell |
10,398
-3,500
| -25% | -$48.8K | ﹤0.01% | 2396 |
|
|
2013
Q2 | $163K | Buy |
+13,898
| New | +$163K | ﹤0.01% | 2259 |
|