LPL 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 | $3.35M | Buy |
46,742
+8,561
| +22% | +$614K | ﹤0.01% | 2625 |
|
|
2025
Q1 | $2.81M | Buy |
38,181
+18,027
| +89% | +$1.33M | ﹤0.01% | 2623 |
|
|
2024
Q4 | $1.65M | Buy |
20,154
+48
| +0.2% | +$3.93K | ﹤0.01% | 3026 |
|
|
2024
Q3 | $1.35M | Sell |
20,106
-107
| -0.5% | -$7.2K | ﹤0.01% | 3068 |
|
|
2024
Q2 | $1.5M | Sell |
20,213
-33
| -0.2% | -$2.45K | ﹤0.01% | 2844 |
|
|
2024
Q1 | $1.59M | Sell |
20,246
-1,166
| -5% | -$91.5K | ﹤0.01% | 2730 |
|
|
2023
Q4 | $1.34M | Buy |
21,412
+233
| +1% | +$14.6K | ﹤0.01% | 2766 |
|
|
2023
Q3 | $1.1M | Buy |
21,179
+1,036
| +5% | +$53.8K | ﹤0.01% | 2793 |
|
|
2023
Q2 | $1.07M | Buy |
20,143
+27
| +0.1% | +$1.44K | ﹤0.01% | 2767 |
|
|
2023
Q1 | $996K | Sell |
20,116
-1,507
| -7% | -$74.6K | ﹤0.01% | 2748 |
|
|
2022
Q4 | $1.01M | Hold |
21,623
| – | – | ﹤0.01% | 2630 |
|
|
2022
Q3 | $925K | Sell |
21,623
-1,064
| -5% | -$45.5K | ﹤0.01% | 2602 |
|
|
2022
Q2 | $907K | Hold |
22,687
| – | – | ﹤0.01% | 2634 |
|
|
2022
Q1 | $952K | Sell |
22,687
-1,967
| -8% | -$82.5K | ﹤0.01% | 2647 |
|
|
2021
Q4 | $964K | Hold |
24,654
| – | – | ﹤0.01% | 2682 |
|
|
2021
Q3 | $797K | Buy |
24,654
+17,700
| +255% | +$572K | ﹤0.01% | 2795 |
|
|
2021
Q2 | $228K | Sell |
6,954
-116
| -2% | -$3.8K | ﹤0.01% | 3788 |
|
|
2021
Q1 | $231K | Sell |
7,070
-1,300
| -16% | -$42.5K | ﹤0.01% | 3639 |
|
|
2020
Q4 | $223K | Buy |
+8,370
| New | +$223K | ﹤0.01% | 3423 |
|
|
2019
Q2 | – | Sell |
-17,829
| Closed | -$361K | – | 3270 |
|
|
2019
Q1 | $361K | Buy |
17,829
+5,827
| +49% | +$118K | ﹤0.01% | 2470 |
|
|
2018
Q4 | $236K | Buy |
12,002
+1,585
| +15% | +$31.2K | ﹤0.01% | 2657 |
|
|
2018
Q3 | $247K | Hold |
10,417
| – | – | ﹤0.01% | 2829 |
|
|
2018
Q2 | $240K | Buy |
+10,417
| New | +$240K | ﹤0.01% | 2827 |
|
|
2014
Q2 | – | Sell |
-94,938
| Closed | -$870K | – | 2692 |
|
|
2014
Q1 | $870K | Buy |
+94,938
| New | +$870K | 0.01% | 1352 |
|