Zurich Cantonal Bank’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 | $758K | Sell |
38,298
-69
| -0.2% | -$1.37K | ﹤0.01% | 1400 |
|
|
2025
Q1 | $708K | Hold |
38,367
| – | – | ﹤0.01% | 1382 |
|
|
2024
Q4 | $821K | Buy |
38,367
+2,021
| +6% | +$43.3K | ﹤0.01% | 1310 |
|
|
2024
Q3 | $648K | Hold |
36,346
| – | – | ﹤0.01% | 1387 |
|
|
2024
Q2 | $627K | Hold |
36,346
| – | – | ﹤0.01% | 1336 |
|
|
2024
Q1 | $648K | Hold |
36,346
| – | – | ﹤0.01% | 1306 |
|
|
2023
Q4 | $734K | Buy |
36,346
+3,992
| +12% | +$80.6K | ﹤0.01% | 1242 |
|
|
2023
Q3 | $536K | Hold |
32,354
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q2 | $430K | Buy |
32,354
+9,212
| +40% | +$122K | ﹤0.01% | 1445 |
|
|
2023
Q1 | $386K | Buy |
23,142
+1,492
| +7% | +$24.9K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $557K | Buy |
21,650
+3,168
| +17% | +$81.6K | ﹤0.01% | 1192 |
|
|
2022
Q3 | $468K | Buy |
18,482
+3,975
| +27% | +$101K | ﹤0.01% | 1235 |
|
|
2022
Q2 | $360K | Sell |
14,507
-1,382
| -9% | -$34.3K | ﹤0.01% | 1428 |
|
|
2022
Q1 | $369K | Hold |
15,889
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q4 | $340K | Buy |
15,889
+2,963
| +23% | +$63.4K | ﹤0.01% | 1726 |
|
|
2021
Q3 | $263K | Hold |
12,926
| – | – | ﹤0.01% | 1736 |
|
|
2021
Q2 | $266K | Hold |
12,926
| – | – | ﹤0.01% | 1621 |
|
|
2021
Q1 | $286K | Sell |
12,926
-2,983
| -19% | -$66K | ﹤0.01% | 1569 |
|
|
2020
Q4 | $310K | Sell |
15,909
-170
| -1% | -$3.31K | ﹤0.01% | 1577 |
|
|
2020
Q3 | $267K | Buy |
16,079
+2,926
| +22% | +$48.6K | ﹤0.01% | 1399 |
|
|
2020
Q2 | $246K | Buy |
13,153
+1,542
| +13% | +$28.8K | ﹤0.01% | 1389 |
|
|
2020
Q1 | $233K | Buy |
11,611
+5,075
| +78% | +$102K | ﹤0.01% | 1146 |
|
|
2019
Q4 | $141K | Hold |
6,536
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q3 | $136K | Hold |
6,536
| – | – | ﹤0.01% | 1452 |
|
|
2019
Q2 | $137K | Hold |
6,536
| – | – | ﹤0.01% | 1444 |
|
|
2019
Q1 | $138K | Sell |
6,536
-1,579
| -19% | -$33.3K | ﹤0.01% | 1382 |
|
|
2018
Q4 | $164K | Buy |
8,115
+961
| +13% | +$19.4K | ﹤0.01% | 1314 |
|
|
2018
Q3 | $160K | Buy |
7,154
+803
| +13% | +$18K | ﹤0.01% | 1439 |
|
|
2018
Q2 | $142K | Hold |
6,351
| – | – | ﹤0.01% | 1455 |
|
|
2018
Q1 | $144K | Hold |
6,351
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q4 | $150K | Buy |
6,351
+1,973
| +45% | +$46.6K | ﹤0.01% | 1349 |
|
|
2017
Q3 | $106K | Hold |
4,378
| – | – | ﹤0.01% | 1353 |
|
|
2017
Q2 | $98K | Buy |
4,378
+448
| +11% | +$10K | ﹤0.01% | 1381 |
|
|
2017
Q1 | $87K | Hold |
3,930
| – | – | ﹤0.01% | 1451 |
|
|
2016
Q4 | $90K | Hold |
3,930
| – | – | ﹤0.01% | 1373 |
|
|
2016
Q3 | $69K | Buy |
3,930
+433
| +12% | +$7.6K | ﹤0.01% | 1467 |
|
|
2016
Q2 | $57K | Hold |
3,497
| – | – | ﹤0.01% | 1436 |
|
|
2016
Q1 | $61K | Hold |
3,497
| – | – | ﹤0.01% | 1351 |
|
|
2015
Q4 | $59K | Buy |
3,497
+2,428
| +227% | +$41K | ﹤0.01% | 1358 |
|
|
2015
Q3 | $18K | Buy |
1,069
+680
| +175% | +$11.5K | ﹤0.01% | 1534 |
|
|
2015
Q2 | $7K | Hold |
389
| – | – | ﹤0.01% | 1610 |
|
|
2015
Q1 | $6K | Buy |
+389
| New | +$6K | ﹤0.01% | 1713 |
|