Bleakley Financial Group’s CBIZ CBZ Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell
2024 Q4	$308K	Sell
2024 Q3	$254K	Sell
2024 Q2	$280K	Sell
2024 Q1	$298K	Sell
2023 Q4	$238K	Buy
2023 Q3	–	Sell
2023 Q2	$230K	Sell
2023 Q1	$278K	Buy
2022 Q4	$261K	Buy