Spire 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 | – | Sell |
-63
| Closed | -$1.16K | – | 2412 |
|
|
2025
Q1 | $1.16K | Sell |
63
-14
| -18% | -$258 | ﹤0.01% | 2364 |
|
|
2024
Q4 | $1.65K | Hold |
77
| – | – | ﹤0.01% | 2286 |
|
|
2024
Q3 | $1.37K | Buy |
+77
| New | +$1.37K | ﹤0.01% | 2057 |
|
|
2024
Q2 | – | Sell |
-29
| Closed | -$517 | – | 2239 |
|
|
2024
Q1 | $517 | Hold |
29
| – | – | ﹤0.01% | 2295 |
|
|
2023
Q4 | $551 | Sell |
29
-38
| -57% | -$722 | ﹤0.01% | 2349 |
|
|
2023
Q3 | $1.11K | Buy |
+67
| New | +$1.11K | ﹤0.01% | 2234 |
|
|
2021
Q2 | – | Sell |
-2,400
| Closed | -$56K | – | 2653 |
|
|
2021
Q1 | $56K | Buy |
+2,400
| New | +$56K | ﹤0.01% | 1673 |
|