Morgan Stanley’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 | $42.9M | Buy |
2,166,750
+30,969
| +1% | +$613K | ﹤0.01% | 2067 |
|
2025
Q1 | $39.4M | Sell |
2,135,781
-181,917
| -8% | -$3.36M | ﹤0.01% | 2033 |
|
2024
Q4 | $49.6M | Sell |
2,317,698
-156,904
| -6% | -$3.36M | ﹤0.01% | 1837 |
|
2024
Q3 | $44.1M | Buy |
2,474,602
+28,088
| +1% | +$501K | ﹤0.01% | 1951 |
|
2024
Q2 | $42.2M | Sell |
2,446,514
-996,968
| -29% | -$17.2M | ﹤0.01% | 1919 |
|
2024
Q1 | $61.4M | Sell |
3,443,482
-2,656,440
| -44% | -$47.4M | ﹤0.01% | 1571 |
|
2023
Q4 | $123M | Buy |
6,099,922
+2,916,132
| +92% | +$58.9M | 0.01% | 1519 |
|
2023
Q3 | $52.8M | Sell |
3,183,790
-74,014
| -2% | -$1.23M | 0.01% | 1524 |
|
2023
Q2 | $43.3M | Buy |
3,257,804
+655,755
| +25% | +$8.71M | ﹤0.01% | 1703 |
|
2023
Q1 | $43.4M | Sell |
2,602,049
-1,116,085
| -30% | -$18.6M | ﹤0.01% | 1672 |
|
2022
Q4 | $95.7M | Buy |
3,718,134
+2,353,360
| +172% | +$60.6M | 0.01% | 1058 |
|
2022
Q3 | $34.6M | Buy |
1,364,774
+374,270
| +38% | +$9.48M | ﹤0.01% | 1621 |
|
2022
Q2 | $24.6M | Buy |
990,504
+450,469
| +83% | +$11.2M | ﹤0.01% | 2052 |
|
2022
Q1 | $12.5M | Buy |
540,035
+27,766
| +5% | +$644K | ﹤0.01% | 2647 |
|
2021
Q4 | $11M | Buy |
512,269
+29,332
| +6% | +$628K | ﹤0.01% | 2851 |
|
2021
Q3 | $9.84M | Buy |
482,937
+42,512
| +10% | +$866K | ﹤0.01% | 2911 |
|
2021
Q2 | $9.07M | Sell |
440,425
-12,217
| -3% | -$252K | ﹤0.01% | 3105 |
|
2021
Q1 | $10M | Sell |
452,642
-97,225
| -18% | -$2.15M | ﹤0.01% | 2653 |
|
2020
Q4 | $10.7M | Sell |
549,867
-10,661
| -2% | -$208K | ﹤0.01% | 2445 |
|
2020
Q3 | $9.32M | Buy |
560,528
+112,916
| +25% | +$1.88M | ﹤0.01% | 2094 |
|
2020
Q2 | $8.39M | Buy |
447,612
+43,381
| +11% | +$813K | ﹤0.01% | 2129 |
|
2020
Q1 | $8.1M | Sell |
404,231
-510,606
| -56% | -$10.2M | ﹤0.01% | 1967 |
|
2019
Q4 | $19.7M | Buy |
914,837
+241,565
| +36% | +$5.21M | ﹤0.01% | 1673 |
|
2019
Q3 | $14.1M | Buy |
673,272
+188,716
| +39% | +$3.94M | ﹤0.01% | 1790 |
|
2019
Q2 | $10.2M | Buy |
484,556
+216,864
| +81% | +$4.56M | ﹤0.01% | 2135 |
|
2019
Q1 | $5.63M | Sell |
267,692
-133,686
| -33% | -$2.81M | ﹤0.01% | 2595 |
|
2018
Q4 | $8.12M | Sell |
401,378
-185,412
| -32% | -$3.75M | ﹤0.01% | 2348 |
|
2018
Q3 | $13.1M | Buy |
586,790
+272,606
| +87% | +$6.08M | ﹤0.01% | 2128 |
|
2018
Q2 | $7.04M | Buy |
314,184
+19,291
| +7% | +$432K | ﹤0.01% | 2766 |
|
2018
Q1 | $6.68M | Buy |
294,893
+33,659
| +13% | +$762K | ﹤0.01% | 2723 |
|
2017
Q4 | $6.16M | Buy |
261,234
+79,850
| +44% | +$1.88M | ﹤0.01% | 2870 |
|
2017
Q3 | $4.38M | Buy |
181,384
+52,648
| +41% | +$1.27M | ﹤0.01% | 3098 |
|
2017
Q2 | $2.89M | Sell |
128,736
-43,138
| -25% | -$968K | ﹤0.01% | 3440 |
|
2017
Q1 | $3.8M | Sell |
171,874
-153,034
| -47% | -$3.38M | ﹤0.01% | 3158 |
|
2016
Q4 | $7.45M | Buy |
324,908
+277,357
| +583% | +$6.36M | ﹤0.01% | 2571 |
|
2016
Q3 | $838K | Buy |
47,551
+29,141
| +158% | +$514K | ﹤0.01% | 4156 |
|
2016
Q2 | $302K | Buy |
18,410
+1,525
| +9% | +$25K | ﹤0.01% | 4722 |
|
2016
Q1 | $295K | Sell |
16,885
-9,235
| -35% | -$161K | ﹤0.01% | 4756 |
|
2015
Q4 | $441K | Buy |
26,120
+1,689
| +7% | +$28.5K | ﹤0.01% | 4627 |
|
2015
Q3 | $408K | Sell |
24,431
-16,456
| -40% | -$275K | ﹤0.01% | 4723 |
|
2015
Q2 | $720K | Sell |
40,887
-9,724
| -19% | -$171K | ﹤0.01% | 4441 |
|
2015
Q1 | $807K | Buy |
50,611
+4,695
| +10% | +$74.9K | ﹤0.01% | 4296 |
|
2014
Q4 | $736K | Sell |
45,916
-23,161
| -34% | -$371K | ﹤0.01% | 4385 |
|
2014
Q3 | $991K | Buy |
69,077
+15,064
| +28% | +$216K | ﹤0.01% | 4035 |
|
2014
Q2 | $867K | Sell |
54,013
-88,624
| -62% | -$1.42M | ﹤0.01% | 4173 |
|
2014
Q1 | $2.27M | Buy |
142,637
+88,648
| +164% | +$1.41M | ﹤0.01% | 3307 |
|
2013
Q4 | $922K | Sell |
53,989
-8,406
| -13% | -$144K | ﹤0.01% | 3995 |
|
2013
Q3 | $844K | Buy |
62,395
+15,973
| +34% | +$216K | ﹤0.01% | 3943 |
|
2013
Q2 | $545K | Buy |
+46,422
| New | +$545K | ﹤0.01% | 4197 |
|