Prestige Wealth Management Group’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
$2.06K Hold
104
﹤0.01% 725
2025
Q1
$1.92K Hold
104
﹤0.01% 746
2024
Q4
$2.25K Hold
104
﹤0.01% 756
2024
Q3
$1.88K Buy
+104
New +$1.88K ﹤0.01% 781