World Investment Advisors’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 | $605K | Buy |
30,586
+2,353
| +8% | +$46.6K | 0.01% | 665 |
|
|
2025
Q1 | $521K | Buy |
28,233
+1,304
| +5% | +$24.1K | 0.01% | 683 |
|
|
2024
Q4 | $580K | Buy |
26,929
+4,075
| +18% | +$87.7K | 0.02% | 628 |
|
|
2024
Q3 | $407K | Buy |
22,854
+225
| +1% | +$4.01K | 0.01% | 636 |
|
|
2024
Q2 | $390K | Sell |
22,629
-301
| -1% | -$5.19K | 0.02% | 446 |
|
|
2024
Q1 | $409K | Buy |
22,930
+7,341
| +47% | +$131K | 0.06% | 254 |
|
|
2023
Q4 | $315K | Buy |
15,589
+177
| +1% | +$3.57K | 0.04% | 298 |
|
|
2023
Q3 | $255K | Buy |
15,412
+2,987
| +24% | +$49.5K | 0.05% | 221 |
|
|
2023
Q2 | $165K | Buy |
+12,425
| New | +$165K | 0.03% | 252 |
|