Mason & Associates (California)’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 | $1.31M | Hold |
66,040
| – | – | 0.3% | 47 |
|
|
2025
Q1 | $1.22M | Hold |
66,040
| – | – | 0.3% | 45 |
|
|
2024
Q4 | $1.41M | Sell |
66,040
-21,390
| -24% | -$458K | 0.33% | 44 |
|
|
2024
Q3 | $1.56M | Hold |
87,430
| – | – | 0.39% | 40 |
|
|
2024
Q2 | $1.51M | Hold |
87,430
| – | – | 0.4% | 36 |
|
|
2024
Q1 | $1.56M | Hold |
87,430
| – | – | 0.42% | 33 |
|
|
2023
Q4 | $1.77M | Hold |
87,430
| – | – | 0.52% | 21 |
|
|
2023
Q3 | $1.45M | Hold |
87,430
| – | – | 0.46% | 28 |
|
|
2023
Q2 | $1.16M | Hold |
87,430
| – | – | 0.34% | 33 |
|
|
2023
Q1 | $1.46M | Hold |
87,430
| – | – | 0.45% | 23 |
|
|
2022
Q4 | $2.25M | Sell |
87,430
-1,625
| -2% | -$41.8K | 0.72% | 18 |
|
|
2022
Q3 | $2.26M | Hold |
89,055
| – | – | 0.8% | 19 |
|
|
2022
Q2 | $2.21M | Hold |
89,055
| – | – | 0.78% | 20 |
|
|
2022
Q1 | $2.07M | Hold |
89,055
| – | – | 0.63% | 31 |
|
|
2021
Q4 | $1.91M | Buy |
+89,055
| New | +$1.91M | 0.58% | 30 |
|