Private 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 | $1.13K | Hold |
57
| – | – | ﹤0.01% | 1244 |
|
|
2025
Q1 | $1.05K | Hold |
57
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q4 | $1.22K | Hold |
57
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q3 | $1.02K | Hold |
57
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q2 | $983 | Hold |
57
| – | – | ﹤0.01% | 1293 |
|
|
2024
Q1 | $1.02K | Hold |
57
| – | – | ﹤0.01% | 1261 |
|
|
2023
Q4 | $1.15K | Buy |
+57
| New | +$1.15K | ﹤0.01% | 1211 |
|