HighTower 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 | $2.28M | Sell |
31,823
-7
| -0% | -$502 | ﹤0.01% | 1497 |
|
|
2025
Q1 | $2.41M | Buy |
31,830
+8
| +0% | +$607 | ﹤0.01% | 1428 |
|
|
2024
Q4 | $2.6M | Buy |
31,822
+5
| +0% | +$409 | ﹤0.01% | 1359 |
|
|
2024
Q3 | $2.14M | Buy |
31,817
+2
| +0% | +$135 | ﹤0.01% | 1479 |
|
|
2024
Q2 | $2.36M | Sell |
31,815
-4,999
| -14% | -$370K | ﹤0.01% | 1358 |
|
|
2024
Q1 | $2.89M | Buy |
36,814
+21,533
| +141% | +$1.69M | ﹤0.01% | 1238 |
|
|
2023
Q4 | $956K | Buy |
15,281
+112
| +0.7% | +$7.01K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $789K | Buy |
15,169
+1,000
| +7% | +$52K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $755K | Sell |
14,169
-51
| -0.4% | -$2.72K | ﹤0.01% | 1914 |
|
|
2023
Q1 | $704K | Sell |
14,220
-860
| -6% | -$42.6K | ﹤0.01% | 1871 |
|
|
2022
Q4 | $705K | Buy |
15,080
+6,737
| +81% | +$315K | ﹤0.01% | 1874 |
|
|
2022
Q3 | $357K | Hold |
8,343
| – | – | ﹤0.01% | 2221 |
|
|
2022
Q2 | $334K | Buy |
8,343
+49
| +0.6% | +$1.96K | ﹤0.01% | 2270 |
|
|
2022
Q1 | $348K | Sell |
8,294
-421
| -5% | -$17.7K | ﹤0.01% | 2395 |
|
|
2021
Q4 | $341K | Buy |
8,715
+238
| +3% | +$9.31K | ﹤0.01% | 2381 |
|
|
2021
Q3 | $274K | Buy |
8,477
+56
| +0.7% | +$1.81K | ﹤0.01% | 2467 |
|
|
2021
Q2 | $276K | Buy |
8,421
+6
| +0.1% | +$197 | ﹤0.01% | 2419 |
|
|
2021
Q1 | $276K | Sell |
8,415
-1,872
| -18% | -$61.4K | ﹤0.01% | 2350 |
|
|
2020
Q4 | $273K | Buy |
10,287
+993
| +11% | +$26.4K | ﹤0.01% | 1969 |
|
|
2020
Q3 | $212K | Sell |
9,294
-2,257
| -20% | -$51.5K | ﹤0.01% | 2024 |
|
|
2020
Q2 | $278K | Sell |
11,551
-72
| -0.6% | -$1.73K | ﹤0.01% | 1773 |
|
|
2020
Q1 | $244K | Buy |
11,623
+1,130
| +11% | +$23.7K | ﹤0.01% | 1657 |
|
|
2019
Q4 | $284K | Sell |
10,493
-1,081
| -9% | -$29.3K | ﹤0.01% | 1748 |
|
|
2019
Q3 | $273K | Buy |
+11,574
| New | +$273K | ﹤0.01% | 1853 |
|
|
2013
Q3 | – | Sell |
-44,837
| Closed | -$301K | – | 1301 |
|
|
2013
Q2 | $301K | Buy |
+44,837
| New | +$301K | 0.01% | 990 |
|