Whittier Trust’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
Q3 | $67.6K | Buy |
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|
2025
Q2 | $70.2K | Sell |
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|
2025
Q1 | $91.7K | Buy |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | $87.7K | Sell |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q4 | $234K | Buy |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $192K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $201K | Sell |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $214K | Hold |
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|
2021
Q1 | $229K | Buy |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $68K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $78K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $76K | Hold |
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|
2019
Q1 | $76K | Hold |
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|
2018
Q4 | $73K | Sell |
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|
2018
Q3 | $89K | Hold |
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|
2018
Q2 | $89K | Sell |
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|
2018
Q1 | $95K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $102K | Hold |
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|
2017
Q2 | $94K | Hold |
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|
2017
Q1 | $93K | Buy |
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|
2016
Q4 | $83K | Hold |
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|
2016
Q3 | $64K | Sell |
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|
2016
Q2 | $71K | Hold |
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|
2016
Q1 | $75K | Buy |
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|
2015
Q4 | $36K | Hold |
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|
2015
Q3 | $35K | Buy |
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|
2015
Q2 | $20K | Buy |
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|
2015
Q1 | $11K | Hold |
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|
2014
Q4 | $11K | Buy |
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