Steward Partners Investment Advisory’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 | $387K | Sell |
19,553
-871
| -4% | -$17.2K | ﹤0.01% | 1420 |
|
|
2025
Q1 | $377K | Sell |
20,424
-575
| -3% | -$10.6K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $450K | Sell |
20,999
-773
| -4% | -$16.6K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $388K | Sell |
21,772
-1,176
| -5% | -$21K | ﹤0.01% | 1219 |
|
|
2024
Q2 | $396K | Sell |
22,948
-493
| -2% | -$8.5K | ﹤0.01% | 1163 |
|
|
2024
Q1 | $418K | Sell |
23,441
-1,094
| -4% | -$19.5K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $495K | Sell |
24,535
-1,997
| -8% | -$40.3K | 0.01% | 1007 |
|
|
2023
Q3 | $440K | Sell |
26,532
-390
| -1% | -$6.46K | 0.01% | 969 |
|
|
2023
Q2 | $358K | Sell |
26,922
-1,694
| -6% | -$22.5K | 0.01% | 1058 |
|
|
2023
Q1 | $477K | Sell |
28,616
-96
| -0.3% | -$1.6K | 0.01% | 947 |
|
|
2022
Q4 | $739K | Sell |
28,712
-796
| -3% | -$20.5K | 0.01% | 765 |
|
|
2022
Q3 | $747K | Sell |
29,508
-19,396
| -40% | -$491K | 0.01% | 724 |
|
|
2022
Q2 | $1.21M | Sell |
48,904
-6,696
| -12% | -$166K | 0.02% | 576 |
|
|
2022
Q1 | $1.29M | Buy |
+55,600
| New | +$1.29M | 0.02% | 612 |
|