Pinnacle 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 | $392K | Buy |
19,803
+12,000
| +154% | +$237K | 0.14% | 147 |
|
|
2025
Q1 | $144K | Hold |
7,803
| – | – | 0.05% | 164 |
|
|
2024
Q4 | $167K | Hold |
7,803
| – | – | 0.06% | 160 |
|
|
2024
Q3 | $139K | Hold |
7,803
| – | – | 0.05% | 162 |
|
|
2024
Q2 | $135K | Hold |
7,803
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $139K | Sell |
7,803
-420
| -5% | -$7.49K | 0.06% | 162 |
|
|
2023
Q4 | $166K | Buy |
8,223
+548
| +7% | +$11.1K | 0.07% | 162 |
|
|
2023
Q3 | $127K | Hold |
7,675
| – | – | 0.06% | 161 |
|
|
2023
Q2 | $102K | Hold |
7,675
| – | – | 0.05% | 162 |
|
|
2023
Q1 | $128K | Buy |
+7,675
| New | +$128K | 0.06% | 162 |
|