Whittier Trust’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 | $70.2K | Sell |
3,550
-1,420
| -29% | -$28.1K | ﹤0.01% | 875 |
|
|
2025
Q1 | $91.7K | Buy |
4,970
+23
| +0.5% | +$424 | ﹤0.01% | 802 |
|
|
2024
Q4 | $106K | Buy |
4,947
+23
| +0.5% | +$492 | ﹤0.01% | 782 |
|
|
2024
Q3 | $87.7K | Sell |
4,924
-6,744
| -58% | -$120K | ﹤0.01% | 821 |
|
|
2024
Q2 | $201K | Buy |
11,668
+28
| +0.2% | +$482 | ﹤0.01% | 648 |
|
|
2024
Q1 | $208K | Buy |
11,640
+23
| +0.2% | +$410 | ﹤0.01% | 641 |
|
|
2023
Q4 | $234K | Buy |
11,617
+28
| +0.2% | +$565 | ﹤0.01% | 616 |
|
|
2023
Q3 | $192K | Buy |
11,589
+27
| +0.2% | +$447 | ﹤0.01% | 629 |
|
|
2023
Q2 | $154K | Buy |
11,562
+28
| +0.2% | +$372 | ﹤0.01% | 686 |
|
|
2023
Q1 | $192K | Buy |
11,534
+16
| +0.1% | +$267 | ﹤0.01% | 669 |
|
|
2022
Q4 | $297K | Buy |
11,518
+17
| +0.1% | +$438 | 0.01% | 557 |
|
|
2022
Q3 | $291K | Buy |
11,501
+1,293
| +13% | +$32.7K | 0.01% | 551 |
|
|
2022
Q2 | $253K | Buy |
10,208
+833
| +9% | +$20.6K | 0.01% | 586 |
|
|
2022
Q1 | $217K | Hold |
9,375
| – | – | ﹤0.01% | 656 |
|
|
2021
Q4 | $201K | Sell |
9,375
-1,000
| -10% | -$21.4K | ﹤0.01% | 676 |
|
|
2021
Q3 | $211K | Hold |
10,375
| – | – | ﹤0.01% | 627 |
|
|
2021
Q2 | $214K | Hold |
10,375
| – | – | ﹤0.01% | 637 |
|
|
2021
Q1 | $229K | Buy |
10,375
+6,769
| +188% | +$149K | ﹤0.01% | 618 |
|
|
2020
Q4 | $70K | Hold |
3,606
| – | – | ﹤0.01% | 785 |
|
|
2020
Q3 | $60K | Hold |
3,606
| – | – | ﹤0.01% | 797 |
|
|
2020
Q2 | $68K | Hold |
3,606
| – | – | ﹤0.01% | 742 |
|
|
2020
Q1 | $72K | Hold |
3,606
| – | – | ﹤0.01% | 729 |
|
|
2019
Q4 | $78K | Hold |
3,606
| – | – | ﹤0.01% | 744 |
|
|
2019
Q3 | $75K | Hold |
3,606
| – | – | ﹤0.01% | 744 |
|
|
2019
Q2 | $76K | Hold |
3,606
| – | – | ﹤0.01% | 712 |
|
|
2019
Q1 | $76K | Hold |
3,606
| – | – | ﹤0.01% | 701 |
|
|
2018
Q4 | $73K | Sell |
3,606
-387
| -10% | -$7.83K | ﹤0.01% | 696 |
|
|
2018
Q3 | $89K | Hold |
3,993
| – | – | ﹤0.01% | 658 |
|
|
2018
Q2 | $89K | Sell |
3,993
-210
| -5% | -$4.68K | ﹤0.01% | 638 |
|
|
2018
Q1 | $95K | Hold |
4,203
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $99K | Hold |
4,203
| – | – | ﹤0.01% | 622 |
|
|
2017
Q3 | $102K | Hold |
4,203
| – | – | ﹤0.01% | 604 |
|
|
2017
Q2 | $94K | Hold |
4,203
| – | – | ﹤0.01% | 589 |
|
|
2017
Q1 | $93K | Buy |
4,203
+597
| +17% | +$13.2K | ﹤0.01% | 597 |
|
|
2016
Q4 | $83K | Hold |
3,606
| – | – | ﹤0.01% | 622 |
|
|
2016
Q3 | $64K | Sell |
3,606
-700
| -16% | -$12.4K | ﹤0.01% | 660 |
|
|
2016
Q2 | $71K | Hold |
4,306
| – | – | ﹤0.01% | 657 |
|
|
2016
Q1 | $75K | Buy |
4,306
+2,194
| +104% | +$38.2K | ﹤0.01% | 640 |
|
|
2015
Q4 | $36K | Hold |
2,112
| – | – | ﹤0.01% | 772 |
|
|
2015
Q3 | $35K | Buy |
2,112
+1,000
| +90% | +$16.6K | ﹤0.01% | 768 |
|
|
2015
Q2 | $20K | Buy |
1,112
+412
| +59% | +$7.41K | ﹤0.01% | 895 |
|
|
2015
Q1 | $11K | Hold |
700
| – | – | ﹤0.01% | 997 |
|
|
2014
Q4 | $11K | Buy |
+700
| New | +$11K | ﹤0.01% | 864 |
|