Concourse Financial Group Securities’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 |
-330
| Closed | -$28K | – | 1299 |
|
|
2024
Q4 | $28K | Buy |
330
+245
| +288% | +$20.8K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $5.72K | Buy |
85
+65
| +325% | +$4.37K | ﹤0.01% | 1835 |
|
|
2024
Q2 | $1.48K | Buy |
20
+6
| +43% | +$445 | ﹤0.01% | 2070 |
|
|
2024
Q1 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q4 | $876 | Hold |
14
| – | – | ﹤0.01% | 2125 |
|
|
2023
Q3 | $726 | Buy |
+14
| New | +$726 | ﹤0.01% | 2135 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3218 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3177 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3121 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2907 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2975 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2929 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3104 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3085 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3008 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 2950 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 2891 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2752 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2658 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2714 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2661 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2358 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2745 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2726 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2595 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2139 |
|