CBIZ Investment Advisory Services’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$6 | – | 745 |
|
|
2025
Q1 | $6 | Hold |
2
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $8 | Hold |
2
| – | – | ﹤0.01% | 475 |
|
|
2024
Q3 | $10 | Hold |
2
| – | – | ﹤0.01% | 403 |
|
|
2024
Q2 | $13 | Hold |
2
| – | – | ﹤0.01% | 400 |
|
|
2024
Q1 | $16 | Buy |
+2
| New | +$16 | ﹤0.01% | 356 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 38 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 103 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 100 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 94 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 112 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 112 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 132 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 218 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 151 |
|