Rothschild Investment LLC’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 | $6.73K | Buy |
340
+65
| +24% | +$1.29K | ﹤0.01% | 1369 |
|
|
2025
Q1 | $5.08K | Buy |
275
+60
| +28% | +$1.11K | ﹤0.01% | 1427 |
|
|
2024
Q4 | $4.6K | Buy |
215
+40
| +23% | +$856 | ﹤0.01% | 1373 |
|
|
2024
Q3 | $3.12K | Buy |
175
+85
| +94% | +$1.52K | ﹤0.01% | 1487 |
|
|
2024
Q2 | $1.55K | Buy |
90
+80
| +800% | +$1.38K | ﹤0.01% | 1478 |
|
|
2024
Q1 | $178 | Buy |
+10
| New | +$178 | ﹤0.01% | 1802 |
|