Caprock 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 | $757K | Hold |
9,973
| – | – | 0.02% | 561 |
|
|
2024
Q4 | $816K | Buy |
9,973
+73
| +0.7% | +$5.97K | 0.03% | 477 |
|
|
2024
Q3 | $666K | Sell |
9,900
-3
| -0% | -$202 | 0.02% | 494 |
|
|
2024
Q2 | $734K | Buy |
9,903
+93
| +0.9% | +$6.89K | 0.03% | 443 |
|
|
2024
Q1 | $770K | Buy |
9,810
+2
| +0% | +$157 | 0.04% | 301 |
|
|
2023
Q4 | $614K | Sell |
9,808
-1
| -0% | -$63 | 0.04% | 342 |
|
|
2023
Q3 | $509K | Sell |
9,809
-3
| -0% | -$156 | 0.04% | 353 |
|
|
2023
Q2 | $523K | Hold |
9,812
| – | – | 0.04% | 365 |
|
|
2023
Q1 | $486K | Buy |
+9,812
| New | +$486K | 0.04% | 372 |
|