Allworth Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502 | Buy |
7
+2
| +40% | +$143 | ﹤0.01% | 4127 |
|
|
2025
Q1 | $333 | Sell |
5
-4
| -44% | -$266 | ﹤0.01% | 3770 |
|
|
2024
Q4 | $764 | Sell |
9
-32
| -78% | -$2.72K | ﹤0.01% | 3484 |
|
|
2024
Q3 | $2.76K | Buy |
41
+17
| +71% | +$1.14K | ﹤0.01% | 2821 |
|
|
2024
Q2 | $2.02K | Buy |
24
+21
| +700% | +$1.77K | ﹤0.01% | 2918 |
|
|
2024
Q1 | $236 | Buy |
+3
| New | +$236 | ﹤0.01% | 3427 |
|
|
2020
Q2 | – | Sell |
-272
| Closed | -$6K | – | 1194 |
|
|
2020
Q1 | $6K | Buy |
+272
| New | +$6K | ﹤0.01% | 817 |
|