Great Lakes 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 | $3.1M | Buy |
43,288
+6,215
| +17% | +$446K | 0.03% | 381 |
|
|
2025
Q1 | $2.81M | Sell |
37,073
-9,234
| -20% | -$700K | 0.03% | 378 |
|
|
2024
Q4 | $3.79M | Buy |
46,307
+22,238
| +92% | +$1.82M | 0.03% | 390 |
|
|
2024
Q3 | $1.62M | Sell |
24,069
-3,058
| -11% | -$206K | 0.01% | 509 |
|
|
2024
Q2 | $2.01M | Sell |
27,127
-28,934
| -52% | -$2.14M | 0.02% | 466 |
|
|
2024
Q1 | $4.4M | Sell |
56,061
-13,909
| -20% | -$1.09M | 0.04% | 357 |
|
|
2023
Q4 | $4.38M | Sell |
69,970
-47,528
| -40% | -$2.97M | 0.04% | 344 |
|
|
2023
Q3 | $6.1M | Sell |
117,498
-6,203
| -5% | -$322K | 0.06% | 272 |
|
|
2023
Q2 | $6.59M | Sell |
123,701
-64,054
| -34% | -$3.41M | 0.07% | 267 |
|
|
2023
Q1 | $9.29M | Buy |
+187,755
| New | +$9.29M | 0.08% | 232 |
|
|
2016
Q2 | – | Sell |
-79,015
| Closed | -$797K | – | 555 |
|
|
2016
Q1 | $797K | Buy |
+79,015
| New | +$797K | 0.02% | 374 |
|