Jones Financial Companies
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Jones Financial Companies’s CBIZ CBZ Stock Holding History

Jones Financial Companies’s Portfolio CBZ Stock Details CBZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.7K Buy
488
+75
+18% +$5.33K ﹤0.01% 2366
2025
Q1 		$31K Buy
413
+233
+129% +$17.5K ﹤0.01% 2250
2024
Q4 		$14.7K Hold
180
– – ﹤0.01% 2371
2024
Q3 		$12K Hold
180
– – ﹤0.01% 2156
2024
Q2 		$13.3K Buy
+180
New +$13.3K ﹤0.01% 1666