Pathstone Holdings’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 | $329K | Sell |
16,628
-10,049
| -38% | -$199K | ﹤0.01% | 1886 |
|
|
2025
Q1 | $493K | Buy |
26,677
+198
| +0.7% | +$3.66K | ﹤0.01% | 1712 |
|
|
2024
Q4 | $567K | Buy |
26,479
+11,513
| +77% | +$247K | ﹤0.01% | 1669 |
|
|
2024
Q3 | $267K | Buy |
14,966
+468
| +3% | +$8.36K | ﹤0.01% | 2025 |
|
|
2024
Q2 | $250K | Sell |
14,498
-1,205
| -8% | -$20.8K | ﹤0.01% | 2030 |
|
|
2024
Q1 | $280K | Sell |
15,703
-4
| -0% | -$71 | ﹤0.01% | 1973 |
|
|
2023
Q4 | $317K | Buy |
+15,707
| New | +$317K | ﹤0.01% | 1784 |
|