Sequoia Financial 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 | $305K | Sell |
15,387
-9
| -0.1% | -$178 | ﹤0.01% | 1244 |
|
|
2025
Q1 | $284K | Sell |
15,396
-444
| -3% | -$8.2K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $339K | Sell |
15,840
-166
| -1% | -$3.55K | ﹤0.01% | 967 |
|
|
2024
Q3 | $285K | Sell |
16,006
-511
| -3% | -$9.11K | ﹤0.01% | 986 |
|
|
2024
Q2 | $285K | Sell |
16,517
-310
| -2% | -$5.34K | ﹤0.01% | 910 |
|
|
2024
Q1 | $300K | Sell |
16,827
-678
| -4% | -$12.1K | ﹤0.01% | 859 |
|
|
2023
Q4 | $353K | Buy |
17,505
+231
| +1% | +$4.66K | ﹤0.01% | 857 |
|
|
2023
Q3 | $286K | Buy |
17,274
+3,517
| +26% | +$58.3K | 0.01% | 707 |
|
|
2023
Q2 | $183K | Buy |
+13,757
| New | +$183K | ﹤0.01% | 870 |
|