Oppenheimer & Co’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-48,384
| Closed | -$863K | – | 1447 |
|
|
2024
Q1 | $863K | Sell |
48,384
-1,314
| -3% | -$23.4K | 0.01% | 787 |
|
|
2023
Q4 | $1M | Buy |
49,698
+229
| +0.5% | +$4.62K | 0.02% | 710 |
|
|
2023
Q3 | $820K | Buy |
49,469
+10,274
| +26% | +$170K | 0.02% | 738 |
|
|
2023
Q2 | $521K | Sell |
39,195
-847
| -2% | -$11.2K | 0.01% | 952 |
|
|
2023
Q1 | $668K | Buy |
40,042
+27,704
| +225% | +$462K | 0.01% | 840 |
|
|
2022
Q4 | $318K | Sell |
12,338
-178
| -1% | -$4.58K | 0.01% | 1065 |
|
|
2022
Q3 | $317K | Buy |
+12,516
| New | +$317K | 0.01% | 1042 |
|
|
2021
Q3 | – | Sell |
-12,000
| Closed | -$247K | – | 1504 |
|
|
2021
Q2 | $247K | Sell |
12,000
-3,000
| -20% | -$61.8K | ﹤0.01% | 1342 |
|
|
2021
Q1 | $331K | Hold |
15,000
| – | – | 0.01% | 1127 |
|
|
2020
Q4 | $293K | Sell |
15,000
-15,000
| -50% | -$293K | 0.01% | 1093 |
|
|
2020
Q3 | $499K | Buy |
+30,000
| New | +$499K | 0.01% | 803 |
|
|
2014
Q4 | – | Sell |
-22,302
| Closed | -$320K | – | 1415 |
|
|
2014
Q3 | $320K | Buy |
22,302
+300
| +1% | +$4.31K | 0.01% | 1043 |
|
|
2014
Q2 | $353K | Buy |
22,002
+20
| +0.1% | +$321 | 0.01% | 992 |
|
|
2014
Q1 | $350K | Buy |
+21,982
| New | +$350K | 0.01% | 980 |
|