Raymond James & Associates’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $919K | Sell |
51,579
-12,479
| -19% | -$222K | ﹤0.01% | 2732 |
|
2024
Q2 | $1.1M | Buy |
64,058
+21,761
| +51% | +$375K | ﹤0.01% | 2548 |
|
2024
Q1 | $755K | Buy |
42,297
+6,699
| +19% | +$120K | ﹤0.01% | 2768 |
|
2023
Q4 | $719K | Buy |
35,598
+854
| +2% | +$17.2K | ﹤0.01% | 2707 |
|
2023
Q3 | $576K | Buy |
34,744
+17,566
| +102% | +$291K | ﹤0.01% | 2789 |
|
2023
Q2 | $228K | Buy |
+17,178
| New | +$228K | ﹤0.01% | 3381 |
|
2016
Q3 | – | Sell |
-14,081
| Closed | -$231K | – | 3083 |
|
2016
Q2 | $231K | Sell |
14,081
-2,924
| -17% | -$48K | ﹤0.01% | 2564 |
|
2016
Q1 | $297K | Buy |
17,005
+1,437
| +9% | +$25.1K | ﹤0.01% | 2333 |
|
2015
Q4 | $263K | Sell |
15,568
-2,365
| -13% | -$40K | ﹤0.01% | 2240 |
|
2015
Q3 | $299K | Sell |
17,933
-1,386
| -7% | -$23.1K | ﹤0.01% | 2133 |
|
2015
Q2 | $340K | Sell |
19,319
-1,283
| -6% | -$22.6K | ﹤0.01% | 2233 |
|
2015
Q1 | $328K | Buy |
+20,602
| New | +$328K | ﹤0.01% | 2175 |
|