Farther Finance Advisors’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6K | Sell |
92
-14
| -13% | -$1K | ﹤0.01% | 3246 |
|
|
2025
Q1 | $8.16K | Sell |
106
-5
| -5% | -$385 | ﹤0.01% | 2836 |
|
|
2024
Q4 | $9.08K | Hold |
111
| – | – | ﹤0.01% | 2419 |
|
|
2024
Q3 | $7.46K | Sell |
111
-9
| -8% | -$605 | ﹤0.01% | 2478 |
|
|
2024
Q2 | $8.84K | Buy |
120
+29
| +32% | +$2.14K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $7.09K | Buy |
91
+5
| +6% | +$389 | ﹤0.01% | 1906 |
|
|
2023
Q4 | $5.38K | Buy |
86
+42
| +95% | +$2.63K | ﹤0.01% | 1933 |
|
|
2023
Q3 | $2.28K | Buy |
44
+5
| +13% | +$260 | ﹤0.01% | 1806 |
|
|
2023
Q2 | $2.08K | Hold |
39
| – | – | ﹤0.01% | 1739 |
|
|
2023
Q1 | $1.93K | Hold |
39
| – | – | ﹤0.01% | 1660 |
|
|
2022
Q4 | $1.83K | Buy |
+39
| New | +$1.83K | ﹤0.01% | 1485 |
|