Country Club Bank’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Hold |
6,294
| – | – | 0.03% | 270 |
|
|
2025
Q1 | $472K | Hold |
6,294
| – | – | 0.03% | 260 |
|
|
2024
Q4 | $514K | Hold |
6,294
| – | – | 0.03% | 250 |
|
|
2024
Q3 | $421K | Hold |
6,294
| – | – | 0.03% | 262 |
|
|
2024
Q2 | $464K | Sell |
6,294
-319
| -5% | -$23.5K | 0.03% | 256 |
|
|
2024
Q1 | $519K | Hold |
6,613
| – | – | 0.04% | 245 |
|
|
2023
Q4 | $414K | Hold |
6,613
| – | – | 0.03% | 253 |
|
|
2023
Q3 | $348K | Hold |
6,613
| – | – | 0.03% | 254 |
|
|
2023
Q2 | $350K | Sell |
6,613
-4,906
| -43% | -$260K | 0.03% | 255 |
|
|
2023
Q1 | $565K | Hold |
11,519
| – | – | 0.05% | 221 |
|
|
2022
Q4 | $540K | Sell |
11,519
-250
| -2% | -$11.7K | 0.05% | 218 |
|
|
2022
Q3 | $506K | Hold |
11,769
| – | – | 0.05% | 205 |
|
|
2022
Q2 | $459K | Sell |
11,769
-595
| -5% | -$23.2K | 0.04% | 206 |
|
|
2022
Q1 | $517K | Buy |
+12,364
| New | +$517K | 0.04% | 190 |
|