Bleakley Financial Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,765
| Closed | -$308K | – | 580 |
|
|
2024
Q4 | $308K | Sell |
3,765
-15
| -0.4% | -$1.23K | 0.01% | 793 |
|
|
2024
Q3 | $254K | Sell |
3,780
-3
| -0.1% | -$202 | 0.01% | 846 |
|
|
2024
Q2 | $280K | Sell |
3,783
-12
| -0.3% | -$889 | 0.01% | 775 |
|
|
2024
Q1 | $298K | Sell |
3,795
-10
| -0.3% | -$785 | 0.01% | 763 |
|
|
2023
Q4 | $238K | Buy |
+3,805
| New | +$238K | 0.01% | 807 |
|
|
2023
Q3 | – | Sell |
-4,322
| Closed | -$230K | – | 895 |
|
|
2023
Q2 | $230K | Sell |
4,322
-1,303
| -23% | -$69.4K | 0.01% | 809 |
|
|
2023
Q1 | $278K | Buy |
5,625
+44
| +0.8% | +$2.18K | 0.01% | 731 |
|
|
2022
Q4 | $261K | Buy |
+5,581
| New | +$261K | 0.01% | 731 |
|