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SFS
Sowell Financial Services’s
CVB Financial
CVBF
Stock Holding History
Sowell Financial Services’s Portfolio
CVBF Stock Details
CVBF Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-200
Closed
-$4K
–
997
2021
Q1
$4K
Hold
200
–
–
﹤0.01%
2654
2020
Q4
$4K
Hold
200
–
–
﹤0.01%
2322
2020
Q3
$3K
Hold
200
–
–
﹤0.01%
2113
2020
Q2
$4K
Hold
200
–
–
﹤0.01%
1948
2020
Q1
$4K
Hold
200
–
–
﹤0.01%
1877
2019
Q4
$4K
Hold
200
–
–
﹤0.01%
1958
2019
Q3
$4K
Buy
+200
New
+$4.18K
﹤0.01%
1820
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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