Allworth Financial’s CBIZ CBZ Stock Holding History

Allworth Financial’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$502	Buy
2025 Q1	$333	Sell
2024 Q4	$764	Sell
2024 Q3	$2.76K	Buy
2024 Q2	$2.02K	Buy
2024 Q1	$236	Buy
2020 Q2	–	Sell
2020 Q1	$6K	Buy