Steward Partners Investment Advisory’s CB Financial Services CBFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
6,080
| – | – | ﹤0.01% | 1826 |
|
|
2025
Q1 | $173K | Hold |
6,080
| – | – | ﹤0.01% | 1722 |
|
|
2024
Q4 | $174K | Hold |
6,080
| – | – | ﹤0.01% | 1695 |
|
|
2024
Q3 | $170K | Hold |
6,080
| – | – | ﹤0.01% | 1610 |
|
|
2024
Q2 | $138K | Hold |
6,080
| – | – | ﹤0.01% | 1629 |
|
|
2024
Q1 | $131K | Hold |
6,080
| – | – | ﹤0.01% | 1626 |
|
|
2023
Q4 | $145K | Hold |
6,080
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q3 | $130K | Hold |
6,080
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q2 | $126K | Hold |
6,080
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q1 | $132K | Hold |
6,080
| – | – | ﹤0.01% | 1470 |
|
|
2022
Q4 | $130K | Buy |
+6,080
| New | +$130K | ﹤0.01% | 1439 |
|