IFP 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 | – | Sell |
-20
| Closed | -$1.67K | – | 3482 |
|
|
2025
Q1 | $1.67K | Hold |
20
| – | – | ﹤0.01% | 3197 |
|
|
2024
Q4 | $1.8K | Sell |
20
-559
| -97% | -$50.3K | ﹤0.01% | 3140 |
|
|
2024
Q3 | $39K | Sell |
579
-1,551
| -73% | -$104K | ﹤0.01% | 1844 |
|
|
2024
Q2 | $158K | Hold |
2,130
| – | – | 0.01% | 1150 |
|
|
2024
Q1 | $167K | Buy |
+2,130
| New | +$167K | 0.01% | 1086 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$2K | – | 3526 |
|
|
2022
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 4122 |
|
|
2022
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 4324 |
|
|
2022
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 4092 |
|
|
2022
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 4092 |
|
|
2021
Q4 | $2K | Buy |
43
+10
| +30% | +$465 | ﹤0.01% | 2705 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 2762 |
|
|
2021
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 2835 |
|
|
2021
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2760 |
|
|
2020
Q4 | $1K | Sell |
33
-49
| -60% | -$1.49K | ﹤0.01% | 2706 |
|
|
2020
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 2431 |
|
|
2020
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 2337 |
|
|
2020
Q1 | $2K | Hold |
82
| – | – | ﹤0.01% | 2299 |
|
|
2019
Q4 | $2K | Hold |
82
| – | – | ﹤0.01% | 2475 |
|
|
2019
Q3 | $2K | Buy |
+82
| New | +$2K | ﹤0.01% | 2648 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | – | – | 3968 |
|
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 3958 |
|
|
2016
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 3897 |
|
|
2016
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3860 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | – | – | 2504 |
|
|
2015
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 3712 |
|