Simplex Trading’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 | – | Hold |
0
| – | – | – | 2738 |
|
|
2025
Q1 | – | Sell |
-101
| Closed | -$2K | – | 2684 |
|
|
2024
Q4 | $2K | Sell |
101
-2,054
| -95% | -$40.7K | ﹤0.01% | 2155 |
|
|
2024
Q3 | $38K | Buy |
+2,155
| New | +$38K | ﹤0.01% | 1355 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2708 |
|
|
2024
Q1 | – | Sell |
-287
| Closed | -$5K | – | 2675 |
|
|
2023
Q4 | $5K | Sell |
287
-938
| -77% | -$16.3K | ﹤0.01% | 1970 |
|
|
2023
Q3 | $20K | Buy |
+1,225
| New | +$20K | ﹤0.01% | 1475 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2703 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2815 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2993 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2919 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3128 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3228 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 2977 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3033 |
|
|
2021
Q1 | – | Sell |
-465
| Closed | -$9K | – | 2723 |
|
|
2020
Q4 | $9K | Buy |
+465
| New | +$9K | ﹤0.01% | 1960 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2318 |
|
|
2020
Q2 | – | Sell |
-88
| Closed | -$1K | – | 2212 |
|
|
2020
Q1 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 1939 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2121 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2072 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2004 |
|
|
2018
Q4 | – | Sell |
-603
| Closed | -$13K | – | 2077 |
|
|
2018
Q3 | $13K | Sell |
603
-1,239
| -67% | -$26.7K | ﹤0.01% | 1612 |
|
|
2018
Q2 | $41K | Buy |
1,842
+622
| +51% | +$13.8K | ﹤0.01% | 1302 |
|
|
2018
Q1 | $27K | Buy |
1,220
+106
| +10% | +$2.35K | ﹤0.01% | 1323 |
|
|
2017
Q4 | $26K | Buy |
+1,114
| New | +$26K | ﹤0.01% | 1379 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 1959 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 2033 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 2028 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1857 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 1918 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 1981 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 1951 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 1853 |
|