Farther Finance 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
Q3 | $5.35K | Buy |
|
|||||
|
2025
Q2 | $6.6K | Sell |
|
|||||
|
2025
Q1 | $8.16K | Sell |
|
|||||
|
2024
Q4 | $9.08K | Hold |
|
|||||
|
2024
Q3 | $7.46K | Sell |
|
|||||
|
2024
Q2 | $8.84K | Buy |
|
|||||
|
2024
Q1 | $7.08K | Buy |
|
|||||
|
2023
Q4 | $5.38K | Buy |
|
|||||
|
2023
Q3 | $2.28K | Buy |
|
|||||
|
2023
Q2 | $2.08K | Hold |
|
|||||
|
2023
Q1 | $1.93K | Hold |
|
|||||
|
2022
Q4 | $1.83K | Buy |
|