Seaside Wealth Management’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	$1.6M	Sell	80,892 -20	-0%	-$396	0.51%	17
2025 Q1	$1.49M	Buy	80,912 +20	+0%	+$369	0.53%	18
2024 Q4	$1.73M	Hold	80,892	–	–	0.63%	15
2024 Q3	$1.44M	Hold	80,892	–	–	0.54%	16
2024 Q2	$1.39M	Buy	+80,892	New	+$1.39M	0.58%	16