O'Shaughnessy Asset Management’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 | $208K | Buy |
10,526
+512
| +5% | +$10.1K | ﹤0.01% | 1816 |
|
|
2025
Q1 | $185K | Sell |
10,014
-35
| -0.3% | -$646 | ﹤0.01% | 1792 |
|
|
2024
Q4 | $215K | Buy |
+10,049
| New | +$215K | ﹤0.01% | 1706 |
|
|
2023
Q1 | – | Sell |
-10,029
| Closed | -$258K | – | 1498 |
|
|
2022
Q4 | $258K | Sell |
10,029
-302
| -3% | -$7.78K | ﹤0.01% | 1027 |
|
|
2022
Q3 | $262K | Buy |
+10,331
| New | +$262K | ﹤0.01% | 984 |
|
|
2021
Q4 | – | Sell |
-487
| Closed | -$10K | – | 1529 |
|
|
2021
Q3 | $10K | Buy |
487
+16
| +3% | +$329 | ﹤0.01% | 2162 |
|
|
2021
Q2 | $10K | Buy |
+471
| New | +$10K | ﹤0.01% | 1992 |
|
|
2015
Q1 | – | Sell |
-16,752
| Closed | -$267K | – | 1033 |
|
|
2014
Q4 | $267K | Sell |
16,752
-57,371
| -77% | -$914K | 0.01% | 495 |
|
|
2014
Q3 | $1.06M | Hold |
74,123
| – | – | 0.02% | 325 |
|
|
2014
Q2 | $1.19M | Sell |
74,123
-20
| -0% | -$320 | 0.02% | 306 |
|
|
2014
Q1 | $1.18M | Buy |
74,143
+30,675
| +71% | +$487K | 0.02% | 297 |
|
|
2013
Q4 | $740K | Buy |
+43,468
| New | +$740K | 0.02% | 369 |
|