Lindbrook Capital’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.6K | Buy |
192
+3
| +2% | +$228 | ﹤0.01% | 1494 |
|
|
2024
Q4 | $15.5K | Sell |
189
-8
| -4% | -$655 | ﹤0.01% | 1431 |
|
|
2024
Q3 | $13.3K | Buy |
197
+8
| +4% | +$538 | ﹤0.01% | 1526 |
|
|
2024
Q2 | $14K | Hold |
189
| – | – | ﹤0.01% | 1443 |
|
|
2024
Q1 | $14.8K | Hold |
189
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q4 | $11.8K | Sell |
189
-12
| -6% | -$751 | ﹤0.01% | 1457 |
|
|
2023
Q3 | $10.4K | Hold |
201
| – | – | ﹤0.01% | 1395 |
|
|
2023
Q2 | $10.7K | Hold |
201
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q1 | $9.95K | Buy |
201
+8
| +4% | +$396 | ﹤0.01% | 1456 |
|
|
2022
Q4 | $9.04K | Buy |
193
+138
| +251% | +$6.47K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $2K | Buy |
55
+19
| +53% | +$691 | ﹤0.01% | 2011 |
|
|
2022
Q2 | $1K | Sell |
36
-2
| -5% | -$56 | ﹤0.01% | 2172 |
|
|
2022
Q1 | $2K | Buy |
38
+14
| +58% | +$737 | ﹤0.01% | 1954 |
|
|
2021
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1885 |
|
|
2021
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1682 |
|
|
2021
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 1720 |
|
|
2021
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 1676 |
|
|
2020
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 1583 |
|
|
2020
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1515 |
|