UBS AM’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 | $11M | Buy |
555,406
+97,226
| +21% | +$1.92M | ﹤0.01% | 1310 |
|
|
2025
Q1 | $8.46M | Buy |
458,180
+38,250
| +9% | +$706K | ﹤0.01% | 1304 |
|
|
2024
Q4 | $8.99M | Buy |
419,930
+20,925
| +5% | +$448K | ﹤0.01% | 1300 |
|
|
2024
Q3 | $7.11M | Sell |
399,005
-4,547
| -1% | -$81K | ﹤0.01% | 1387 |
|
|
2024
Q2 | $6.96M | Buy |
403,552
+214,142
| +113% | +$3.69M | ﹤0.01% | 1306 |
|
|
2024
Q1 | $3.38M | Sell |
189,410
-2,651
| -1% | -$47.3K | ﹤0.01% | 1436 |
|
|
2023
Q4 | $3.88M | Sell |
192,061
-110
| -0.1% | -$2.22K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $3.18M | Buy |
192,171
+20,482
| +12% | +$339K | ﹤0.01% | 1399 |
|
|
2023
Q2 | $2.86M | Hold |
171,689
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $2.86M | Sell |
171,689
-8,519
| -5% | -$142K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $4.64M | Buy |
180,208
+12,577
| +8% | +$324K | ﹤0.01% | 1198 |
|
|
2022
Q3 | $4.24M | Sell |
167,631
-2,206
| -1% | -$55.9K | ﹤0.01% | 1253 |
|
|
2022
Q2 | $4.21M | Buy |
169,837
+9,412
| +6% | +$234K | ﹤0.01% | 1271 |
|
|
2022
Q1 | $3.72M | Sell |
160,425
-1,365
| -0.8% | -$31.7K | ﹤0.01% | 1482 |
|
|
2021
Q4 | $3.46M | Sell |
161,790
-5,830
| -3% | -$125K | ﹤0.01% | 1588 |
|
|
2021
Q3 | $3.41M | Sell |
167,620
-1,998
| -1% | -$40.7K | ﹤0.01% | 1549 |
|
|
2021
Q2 | $3.49M | Buy |
169,618
+20,285
| +14% | +$418K | ﹤0.01% | 1564 |
|
|
2021
Q1 | $3.3M | Sell |
149,333
-2,386
| -2% | -$52.7K | ﹤0.01% | 1530 |
|
|
2020
Q4 | $2.96M | Sell |
151,719
-3,696
| -2% | -$72.1K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $2.58M | Sell |
155,415
-2,908
| -2% | -$48.4K | ﹤0.01% | 1443 |
|
|
2020
Q2 | $2.97M | Buy |
158,323
+3,046
| +2% | +$57.1K | ﹤0.01% | 1354 |
|
|
2020
Q1 | $3.11M | Buy |
155,277
+20,308
| +15% | +$407K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $2.91M | Sell |
134,969
-2,996
| -2% | -$64.7K | ﹤0.01% | 1440 |
|
|
2019
Q3 | $2.88M | Buy |
137,965
+34,517
| +33% | +$720K | ﹤0.01% | 1444 |
|
|
2019
Q2 | $2.18M | Buy |
103,448
+8,935
| +9% | +$188K | ﹤0.01% | 1549 |
|
|
2019
Q1 | $1.99M | Buy |
94,513
+13,319
| +16% | +$280K | ﹤0.01% | 1520 |
|
|
2018
Q4 | $1.64M | Buy |
81,194
+72
| +0.1% | +$1.46K | ﹤0.01% | 1520 |
|
|
2018
Q3 | $1.81M | Buy |
81,122
+5,945
| +8% | +$133K | ﹤0.01% | 1535 |
|
|
2018
Q2 | $1.69M | Sell |
75,177
-6,190
| -8% | -$139K | ﹤0.01% | 1582 |
|
|
2018
Q1 | $1.84M | Buy |
81,367
+12,064
| +17% | +$273K | ﹤0.01% | 1503 |
|
|
2017
Q4 | $1.63M | Buy |
69,303
+1,649
| +2% | +$38.9K | ﹤0.01% | 1525 |
|
|
2017
Q3 | $1.64M | Buy |
67,654
+2,925
| +5% | +$70.7K | ﹤0.01% | 1485 |
|
|
2017
Q2 | $1.45M | Sell |
64,729
-1,328
| -2% | -$29.8K | ﹤0.01% | 1490 |
|
|
2017
Q1 | $1.46M | Buy |
66,057
+18,153
| +38% | +$401K | ﹤0.01% | 1479 |
|
|
2016
Q4 | $1.1M | Sell |
47,904
-33,487
| -41% | -$768K | ﹤0.01% | 1521 |
|
|
2016
Q3 | $1.43M | Buy |
81,391
+11,300
| +16% | +$199K | ﹤0.01% | 1516 |
|
|
2016
Q2 | $1.15M | Buy |
70,091
+1,427
| +2% | +$23.4K | ﹤0.01% | 1586 |
|
|
2016
Q1 | $1.2M | Sell |
68,664
-13,870
| -17% | -$242K | ﹤0.01% | 1568 |
|
|
2015
Q4 | $1.4M | Sell |
82,534
-1,325
| -2% | -$22.4K | ﹤0.01% | 1613 |
|
|
2015
Q3 | $1.4M | Buy |
83,859
+24,963
| +42% | +$417K | ﹤0.01% | 1586 |
|
|
2015
Q2 | $1.04M | Buy |
58,896
+8,000
| +16% | +$141K | ﹤0.01% | 1664 |
|
|
2015
Q1 | $811K | Buy |
50,896
+3,000
| +6% | +$47.8K | ﹤0.01% | 1728 |
|
|
2014
Q4 | $767K | Buy |
47,896
+2,500
| +6% | +$40K | ﹤0.01% | 1710 |
|
|
2014
Q3 | $651K | Hold |
45,396
| – | – | ﹤0.01% | 1736 |
|
|
2014
Q2 | $728K | Hold |
45,396
| – | – | ﹤0.01% | 1704 |
|
|
2014
Q1 | $722K | Buy |
45,396
+7,600
| +20% | +$121K | ﹤0.01% | 1683 |
|
|
2013
Q4 | $645K | Sell |
37,796
-15,500
| -29% | -$265K | ﹤0.01% | 1689 |
|
|
2013
Q3 | $721K | Hold |
53,296
| – | – | ﹤0.01% | 1622 |
|
|
2013
Q2 | $626K | Buy |
+53,296
| New | +$626K | ﹤0.01% | 1616 |
|