LPL Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.21M | Sell |
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|
2025
Q2 | $3.35M | Buy |
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|
2025
Q1 | $2.81M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $996K | Sell |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $925K | Sell |
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|
2022
Q2 | $907K | Hold |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $964K | Hold |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $228K | Sell |
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|
2021
Q1 | $231K | Sell |
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|
2020
Q4 | $223K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $361K | Buy |
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|
2018
Q4 | $236K | Buy |
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|
2018
Q3 | $247K | Hold |
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|
2018
Q2 | $240K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $870K | Buy |
|