Steward Partners Investment Advisory’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
|
|||||
|
2025
Q1 | $377K | Sell |
|
|||||
|
2024
Q4 | $450K | Sell |
|
|||||
|
2024
Q3 | $388K | Sell |
|
|||||
|
2024
Q2 | $396K | Sell |
|
|||||
|
2024
Q1 | $418K | Sell |
|
|||||
|
2023
Q4 | $495K | Sell |
|
|||||
|
2023
Q3 | $440K | Sell |
|
|||||
|
2023
Q2 | $358K | Sell |
|
|||||
|
2023
Q1 | $477K | Sell |
|
|||||
|
2022
Q4 | $739K | Sell |
|
|||||
|
2022
Q3 | $747K | Sell |
|
|||||
|
2022
Q2 | $1.21M | Sell |
|
|||||
|
2022
Q1 | $1.29M | Buy |
|