Rise Advisors’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 | $990 | Hold |
50
| – | – | ﹤0.01% | 1286 |
|
|
2025
Q1 | $923 | Sell |
50
-889
| -95% | -$16.4K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $20.1K | Buy |
939
+10
| +1% | +$214 | 0.01% | 652 |
|
|
2024
Q3 | $16.5K | Buy |
929
+10
| +1% | +$178 | 0.01% | 813 |
|
|
2024
Q2 | $15.8K | Buy |
919
+11
| +1% | +$190 | 0.01% | 795 |
|
|
2024
Q1 | $16.2K | Buy |
+908
| New | +$16.2K | 0.01% | 807 |
|