LPL Financial’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.6M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $728K | Sell |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $540K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $482K | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.51M | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $333K | Buy |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $317K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $786K | Sell |
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|
2017
Q1 | $811K | Buy |
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|
2016
Q4 | $869K | Hold |
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|
2016
Q3 | $659K | Hold |
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|
2016
Q2 | $592K | Sell |
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|
2016
Q1 | $1.26M | Hold |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $627K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $167K | Sell |
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|
2014
Q3 | $163K | Buy |
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|
2014
Q2 | $165K | Hold |
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|
2014
Q1 | $163K | Sell |
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|
2013
Q4 | $178K | Buy |
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|
2013
Q3 | $145K | Sell |
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|
2013
Q2 | $163K | Buy |
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