Woodward Diversified Capital’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 | $376K | Buy |
+19,000
| New | +$376K | 0.19% | 113 |
|
|
2024
Q4 | – | Sell |
-19,000
| Closed | -$339K | – | 139 |
|
|
2024
Q3 | $339K | Sell |
19,000
-415
| -2% | -$7.4K | 0.21% | 112 |
|
|
2024
Q2 | $335K | Hold |
19,415
| – | – | 0.2% | 115 |
|
|
2024
Q1 | $346K | Hold |
19,415
| – | – | 0.22% | 112 |
|
|
2023
Q4 | $392K | Buy |
+19,415
| New | +$392K | 0.25% | 101 |
|