Kestra Advisory Services’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
15,079
| – | – | 0.01% | 1422 |
|
|
2025
Q1 | $1.14M | Hold |
15,079
| – | – | 0.01% | 1314 |
|
|
2024
Q4 | $1.23M | Buy |
15,079
+21
| +0.1% | +$1.72K | 0.01% | 1270 |
|
|
2024
Q3 | $1.01M | Hold |
15,058
| – | – | 0.01% | 1317 |
|
|
2024
Q2 | $1.12M | Hold |
15,058
| – | – | 0.01% | 1252 |
|
|
2024
Q1 | $1.18M | Sell |
15,058
-15,000
| -50% | -$1.18M | 0.01% | 1144 |
|
|
2023
Q4 | $1.88M | Hold |
30,058
| – | – | 0.02% | 817 |
|
|
2023
Q3 | $1.56M | Buy |
+30,058
| New | +$1.56M | 0.02% | 789 |
|