Sutton Wealth Advisors Inc.
- SEC CIK
- 0001999828
- Latest filing
- Nov 8, 2023
CVBF holding history
CVB Financial Corp in every 13F filed by Sutton Wealth Advisors Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CVBF overviewAll 13F holders of CVBFFull Q3 2023 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −2,108−100.0% | Sold out | Holders |
| Q4 2022 | 2,108 | $54.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,108 | $53.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 2,108 | $52.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,108 | $48.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,108 | $45.1K | <0.1% | +28+1.3% | Added | Holders |
| Q3 2021 | 2,080 | $42.4K | <0.1% | +29+1.4% | Added | Holders |
| Q2 2021 | 2,051 | $42.2K | <0.1% | +58+2.9% | Added | Holders |
| Q1 2021 | 1,993 | $44.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.