Jump Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $423K | Buy |
+5,902
| New | +$423K | ﹤0.01% | 1282 |
|
2024
Q4 | – | Sell |
-4,012
| Closed | -$270K | – | 1675 |
|
2024
Q3 | $270K | Buy |
+4,012
| New | +$270K | 0.01% | 1352 |
|
2024
Q2 | – | Sell |
-17,265
| Closed | -$1.36M | – | 1836 |
|
2024
Q1 | $1.36M | Sell |
17,265
-8,381
| -33% | -$658K | 0.04% | 623 |
|
2023
Q4 | $1.61M | Buy |
+25,646
| New | +$1.61M | 0.05% | 480 |
|
2023
Q3 | – | Sell |
-8,588
| Closed | -$458K | – | 1870 |
|
2023
Q2 | $458K | Buy |
+8,588
| New | +$458K | 0.02% | 1081 |
|
2022
Q4 | – | Sell |
-24,714
| Closed | -$1.06M | – | 1604 |
|
2022
Q3 | $1.06M | Buy |
+24,714
| New | +$1.06M | 0.04% | 596 |
|