Nisa Investment 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 | $826K | Sell |
41,736
-4,022
| -9% | -$79.6K | ﹤0.01% | 864 |
|
|
2025
Q1 | $845K | Sell |
45,758
-6,600
| -13% | -$122K | ﹤0.01% | 858 |
|
|
2024
Q4 | $1.13M | Buy |
52,358
+9,600
| +22% | +$207K | ﹤0.01% | 836 |
|
|
2024
Q3 | $770K | Sell |
42,758
-13,579
| -24% | -$245K | ﹤0.01% | 925 |
|
|
2024
Q2 | $971K | Buy |
56,337
+4,022
| +8% | +$69.3K | 0.01% | 885 |
|
|
2024
Q1 | $933K | Buy |
52,315
+925
| +2% | +$16.5K | 0.01% | 888 |
|
|
2023
Q4 | $1.04M | Sell |
51,390
-7,913
| -13% | -$160K | 0.01% | 835 |
|
|
2023
Q3 | $983K | Buy |
59,303
+16,000
| +37% | +$265K | 0.01% | 873 |
|
|
2023
Q2 | $575K | Buy |
43,303
+41,580
| +2,413% | +$552K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $29K | Buy |
1,723
+20
| +1% | +$337 | ﹤0.01% | 1886 |
|
|
2022
Q4 | $44K | Hold |
1,703
| – | – | ﹤0.01% | 1818 |
|
|
2022
Q3 | $49K | Hold |
1,703
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q2 | $42K | Buy |
+1,703
| New | +$42K | ﹤0.01% | 1788 |
|
|
2021
Q2 | – | Sell |
-28,020
| Closed | -$619 | – | 2335 |
|
|
2021
Q1 | $619 | Hold |
28,020
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q4 | $546K | Buy |
28,020
+1,300
| +5% | +$25.3K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $444K | Sell |
26,720
-240
| -0.9% | -$3.99K | ﹤0.01% | 1078 |
|
|
2020
Q2 | $505K | Buy |
26,960
+390
| +1% | +$7.31K | ﹤0.01% | 1014 |
|
|
2020
Q1 | $533K | Buy |
26,570
+50
| +0.2% | +$1K | 0.01% | 903 |
|
|
2019
Q4 | $572K | Hold |
26,520
| – | – | ﹤0.01% | 1048 |
|
|
2019
Q3 | $553K | Buy |
26,520
+530
| +2% | +$11.1K | ﹤0.01% | 1060 |
|
|
2019
Q2 | $547K | Hold |
25,990
| – | – | 0.01% | 1049 |
|
|
2019
Q1 | $547K | Hold |
25,990
| – | – | 0.01% | 1029 |
|
|
2018
Q4 | $526K | Hold |
25,990
| – | – | 0.01% | 979 |
|
|
2018
Q3 | $580K | Hold |
25,990
| – | – | 0.01% | 1059 |
|
|
2018
Q2 | $583K | Sell |
25,990
-230
| -0.9% | -$5.16K | 0.01% | 1009 |
|
|
2018
Q1 | $594K | Buy |
26,220
+100
| +0.4% | +$2.27K | 0.01% | 973 |
|
|
2017
Q4 | $615K | Hold |
26,120
| – | – | 0.01% | 975 |
|
|
2017
Q3 | $631K | Hold |
26,120
| – | – | 0.01% | 967 |
|
|
2017
Q2 | $586K | Buy |
26,120
+720
| +3% | +$16.2K | 0.01% | 975 |
|
|
2017
Q1 | $561K | Hold |
25,400
| – | – | 0.01% | 995 |
|
|
2016
Q4 | $582K | Hold |
25,400
| – | – | 0.01% | 992 |
|
|
2016
Q3 | $447K | Hold |
25,400
| – | – | 0.01% | 1033 |
|
|
2016
Q2 | $416K | Hold |
25,400
| – | – | 0.01% | 1045 |
|
|
2016
Q1 | $443K | Hold |
25,400
| – | – | 0.01% | 1029 |
|
|
2015
Q4 | $430K | Hold |
25,400
| – | – | 0.01% | 999 |
|
|
2015
Q3 | $424K | Hold |
25,400
| – | – | 0.01% | 1030 |
|
|
2015
Q2 | $447K | Hold |
25,400
| – | – | 0.01% | 1047 |
|
|
2015
Q1 | $405K | Hold |
25,400
| – | – | 0.01% | 1098 |
|
|
2014
Q4 | $407K | Hold |
25,400
| – | – | 0.01% | 1074 |
|
|
2014
Q3 | $364K | Hold |
25,400
| – | – | 0.01% | 1096 |
|
|
2014
Q2 | $407K | Hold |
25,400
| – | – | 0.01% | 1094 |
|
|
2014
Q1 | $404K | Hold |
25,400
| – | – | 0.01% | 1109 |
|
|
2013
Q4 | $434K | Hold |
25,400
| – | – | 0.01% | 1063 |
|
|
2013
Q3 | $343K | Hold |
25,400
| – | – | 0.01% | 1133 |
|
|
2013
Q2 | $299K | Buy |
+25,400
| New | +$299K | ﹤0.01% | 1158 |
|