Sutton Wealth Advisors’s CVB Financial CVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,108
| Closed | -$54.3K | – | 994 |
|
|
2022
Q4 | $54.3K | Hold |
2,108
| – | – | 0.02% | 367 |
|
|
2022
Q3 | $53.4K | Hold |
2,108
| – | – | 0.02% | 363 |
|
|
2022
Q2 | $52.3K | Hold |
2,108
| – | – | 0.02% | 370 |
|
|
2022
Q1 | $48.9K | Hold |
2,108
| – | – | 0.02% | 408 |
|
|
2021
Q4 | $45.1K | Buy |
2,108
+28
| +1% | +$599 | 0.02% | 449 |
|
|
2021
Q3 | $42.4K | Buy |
2,080
+29
| +1% | +$591 | 0.02% | 445 |
|
|
2021
Q2 | $42.2K | Buy |
2,051
+58
| +3% | +$1.19K | 0.02% | 452 |
|
|
2021
Q1 | $44K | Buy |
1,993
+506
| +34% | +$11.2K | 0.02% | 425 |
|
|
2020
Q4 | $29K | Buy |
1,487
+1,069
| +256% | +$20.8K | 0.01% | 505 |
|
|
2020
Q3 | $6.95K | Sell |
418
-249
| -37% | -$4.14K | ﹤0.01% | 829 |
|
|
2020
Q2 | $12.5K | Buy |
667
+386
| +137% | +$7.23K | 0.01% | 651 |
|
|
2020
Q1 | $5.63K | Sell |
281
-1,678
| -86% | -$33.6K | ﹤0.01% | 791 |
|
|
2019
Q4 | $42.3K | Buy |
1,959
+794
| +68% | +$17.1K | 0.02% | 355 |
|
|
2019
Q3 | $24.3K | Hold |
1,165
| – | – | 0.01% | 513 |
|
|
2019
Q2 | $24.5K | Hold |
1,165
| – | – | 0.01% | 508 |
|
|
2019
Q1 | $24.5K | Hold |
1,165
| – | – | 0.01% | 510 |
|
|
2018
Q4 | $23.6K | Hold |
1,165
| – | – | 0.02% | 473 |
|
|
2018
Q3 | $26K | Hold |
1,165
| – | – | 0.02% | 494 |
|
|
2018
Q2 | $26.1K | Hold |
1,165
| – | – | 0.02% | 499 |
|
|
2018
Q1 | $26.4K | Hold |
1,165
| – | – | 0.02% | 461 |
|
|
2017
Q4 | $27.4K | Hold |
1,165
| – | – | 0.02% | 447 |
|
|
2017
Q3 | $28.2K | Buy |
1,165
+871
| +296% | +$21.1K | 0.02% | 421 |
|
|
2017
Q2 | $6.59K | Buy |
294
+33
| +13% | +$740 | 0.01% | 831 |
|
|
2017
Q1 | $5.77K | Hold |
261
| – | – | ﹤0.01% | 826 |
|
|
2016
Q4 | $5.99K | Hold |
261
| – | – | 0.01% | 812 |
|
|
2016
Q3 | $4.6K | Hold |
261
| – | – | ﹤0.01% | 832 |
|
|
2016
Q2 | $4.28K | Buy |
261
+15
| +6% | +$246 | ﹤0.01% | 814 |
|
|
2016
Q1 | $4.29K | Buy |
+246
| New | +$4.29K | ﹤0.01% | 784 |
|