Private Advisor 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 | – | Sell |
-11,251
| Closed | -$208K | – | 2424 |
|
|
2025
Q1 | $208K | Hold |
11,251
| – | – | ﹤0.01% | 2087 |
|
|
2024
Q4 | $241K | Sell |
11,251
-1,196
| -10% | -$25.6K | ﹤0.01% | 1990 |
|
|
2024
Q3 | $222K | Buy |
12,447
+221
| +2% | +$3.94K | ﹤0.01% | 2147 |
|
|
2024
Q2 | $211K | Sell |
12,226
-3,842
| -24% | -$66.2K | ﹤0.01% | 2113 |
|
|
2024
Q1 | $287K | Buy |
+16,068
| New | +$287K | ﹤0.01% | 1866 |
|
|
2020
Q3 | – | Sell |
-2,405
| Closed | -$45K | – | 1947 |
|
|
2020
Q2 | $45K | Buy |
+2,405
| New | +$45K | ﹤0.01% | 2158 |
|