NewEdge Advisors’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 | $3.96K | Hold |
200
| – | – | ﹤0.01% | 3471 |
|
|
2025
Q1 | $3.69K | Hold |
200
| – | – | ﹤0.01% | 3380 |
|
|
2024
Q4 | $4.28K | Hold |
200
| – | – | ﹤0.01% | 3279 |
|
|
2024
Q3 | $3.56K | Hold |
200
| – | – | ﹤0.01% | 3261 |
|
|
2024
Q2 | $3.45K | Sell |
200
-24,353
| -99% | -$420K | ﹤0.01% | 3198 |
|
|
2024
Q1 | $438K | Hold |
24,553
| – | – | ﹤0.01% | 1425 |
|
|
2023
Q4 | $496K | Buy |
24,553
+24,264
| +8,396% | +$490K | ﹤0.01% | 1285 |
|
|
2023
Q3 | $4.79K | Sell |
289
-3,815
| -93% | -$63.2K | ﹤0.01% | 2829 |
|
|
2023
Q2 | $54.5K | Sell |
4,104
-275
| -6% | -$3.65K | ﹤0.01% | 2060 |
|
|
2023
Q1 | $73K | Sell |
4,379
-23,625
| -84% | -$394K | ﹤0.01% | 1858 |
|
|
2022
Q4 | $89.5K | Buy |
28,004
+2,940
| +12% | +$9.4K | ﹤0.01% | 1478 |
|
|
2022
Q3 | $635K | Buy |
25,064
+4,543
| +22% | +$115K | 0.01% | 848 |
|
|
2022
Q2 | $509K | Buy |
+20,521
| New | +$509K | 0.01% | 973 |
|