United Capital Financial Advisors’s CVB Financial CVBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,924	Closed	-$195K	–	1045
2024 Q1	$195K	Sell	10,924 -1,697	-13%	-$30.3K	﹤0.01%	1018
2023 Q4	$255K	Buy	+12,621	New	+$255K	﹤0.01%	927