CAPTRUST Financial Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $851K | Buy |
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|
2024
Q3 | $686K | Sell |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $259K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $235K | Sell |
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|
2021
Q3 | $197K | Buy |
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|
2021
Q2 | $194K | Sell |
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|
2021
Q1 | $195K | Buy |
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