Rise Advisors’s CVB Financial CVBF Stock Holding History

Rise Advisors’s Portfolio CVBF Stock Details CVBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$990	Hold
2025 Q1	$923	Sell
2024 Q4	$20.1K	Buy
2024 Q3	$16.5K	Buy
2024 Q2	$15.8K	Buy
2024 Q1	$16.2K	Buy