Amalgamated Bank’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Hold |
1,640
| – | – | ﹤0.01% | 1671 |
|
|
2025
Q1 | $124K | Buy |
1,640
+6
| +0.4% | +$454 | ﹤0.01% | 1635 |
|
|
2024
Q4 | $134K | Sell |
1,634
-50
| -3% | -$4.1K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $113K | Hold |
1,684
| – | – | ﹤0.01% | 1689 |
|
|
2024
Q2 | $125K | Buy |
1,684
+66
| +4% | +$4.9K | ﹤0.01% | 1670 |
|
|
2024
Q1 | $127K | Sell |
1,618
-5,313
| -77% | -$417K | ﹤0.01% | 1683 |
|
|
2023
Q4 | $434K | Sell |
6,931
-482
| -7% | -$30.2K | ﹤0.01% | 1496 |
|
|
2023
Q3 | $385K | Buy |
7,413
+139
| +2% | +$7.22K | ﹤0.01% | 1537 |
|
|
2023
Q2 | $388K | Buy |
7,274
+604
| +9% | +$32.2K | ﹤0.01% | 1555 |
|
|
2023
Q1 | $330K | Sell |
6,670
-1,114
| -14% | -$55.1K | ﹤0.01% | 1601 |
|
|
2022
Q4 | $365K | Sell |
7,784
-15
| -0.2% | -$703 | ﹤0.01% | 1607 |
|
|
2022
Q3 | $334K | Buy |
7,799
+47
| +0.6% | +$2.01K | ﹤0.01% | 1616 |
|
|
2022
Q2 | $310K | Buy |
7,752
+1,838
| +31% | +$73.5K | ﹤0.01% | 1686 |
|
|
2022
Q1 | $248K | Sell |
5,914
-495
| -8% | -$20.8K | ﹤0.01% | 1853 |
|
|
2021
Q4 | $251K | Sell |
6,409
-135
| -2% | -$5.29K | ﹤0.01% | 1890 |
|
|
2021
Q3 | $212K | Sell |
6,544
-484
| -7% | -$15.7K | ﹤0.01% | 1973 |
|
|
2021
Q2 | $230K | Buy |
+7,028
| New | +$230K | ﹤0.01% | 1985 |
|
|
2020
Q1 | – | Sell |
-8,224
| Closed | -$222K | – | 1694 |
|
|
2019
Q4 | $222K | Buy |
+8,224
| New | +$222K | ﹤0.01% | 1586 |
|