SEI Investments’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 | $336K | Sell |
16,959
-362,699
| -96% | -$7.18M | ﹤0.01% | 2364 |
|
|
2025
Q1 | $7.01M | Sell |
379,658
-125,966
| -25% | -$2.33M | 0.01% | 1132 |
|
|
2024
Q4 | $10.8M | Sell |
505,624
-125,814
| -20% | -$2.69M | 0.01% | 954 |
|
|
2024
Q3 | $11.3M | Buy |
631,438
+2,517
| +0.4% | +$44.9K | 0.01% | 937 |
|
|
2024
Q2 | $10.8M | Buy |
628,921
+17,483
| +3% | +$301K | 0.02% | 878 |
|
|
2024
Q1 | $10.9M | Buy |
611,438
+82,125
| +16% | +$1.47M | 0.02% | 872 |
|
|
2023
Q4 | $10.7M | Buy |
529,313
+54,713
| +12% | +$1.1M | 0.02% | 857 |
|
|
2023
Q3 | $7.86M | Buy |
474,600
+133,212
| +39% | +$2.21M | 0.01% | 958 |
|
|
2023
Q2 | $4.53M | Buy |
341,388
+102,939
| +43% | +$1.37M | 0.01% | 1241 |
|
|
2023
Q1 | $3.98M | Buy |
238,449
+201,387
| +543% | +$3.36M | 0.01% | 1290 |
|
|
2022
Q4 | $954K | Sell |
37,062
-38,862
| -51% | -$1M | ﹤0.01% | 1770 |
|
|
2022
Q3 | $1.92M | Sell |
75,924
-22,862
| -23% | -$579K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $2.45M | Buy |
98,786
+3,039
| +3% | +$75.4K | 0.01% | 1452 |
|
|
2022
Q1 | $2.22M | Sell |
95,747
-76,504
| -44% | -$1.78M | ﹤0.01% | 1504 |
|
|
2021
Q4 | $3.69M | Buy |
+172,251
| New | +$3.69M | 0.01% | 1297 |
|
|
2018
Q3 | – | Sell |
-427
| Closed | -$10K | – | 2657 |
|
|
2018
Q2 | $10K | Sell |
427
-890
| -68% | -$20.8K | ﹤0.01% | 2995 |
|
|
2018
Q1 | $30K | Buy |
1,317
+20
| +2% | +$456 | ﹤0.01% | 2518 |
|
|
2017
Q4 | $31K | Hold |
1,297
| – | – | ﹤0.01% | 2482 |
|
|
2017
Q3 | $31K | Buy |
1,297
+1,054
| +434% | +$25.2K | ﹤0.01% | 2391 |
|
|
2017
Q2 | $5K | Buy |
243
+16
| +7% | +$329 | ﹤0.01% | 2723 |
|
|
2017
Q1 | $5K | Hold |
227
| – | – | ﹤0.01% | 2570 |
|
|
2016
Q4 | $5K | Buy |
227
+55
| +32% | +$1.21K | ﹤0.01% | 2581 |
|
|
2016
Q3 | $3K | Sell |
172
-1,863
| -92% | -$32.5K | ﹤0.01% | 2594 |
|
|
2016
Q2 | $33K | Sell |
2,035
-451
| -18% | -$7.31K | ﹤0.01% | 2039 |
|
|
2016
Q1 | $43K | Buy |
2,486
+2,485
| +248,500% | +$43K | ﹤0.01% | 1883 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 2544 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 2501 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 2274 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 2263 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 2214 |
|