NBT Bank’s CBIZ CBZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$53.8K	Hold	750	–	–	﹤0.01%	492
2025 Q1	$56.9K	Hold	750	–	–	﹤0.01%	482
2024 Q4	$61.4K	Hold	750	–	–	﹤0.01%	478
2024 Q3	$50.5K	Buy	+750	New	+$50.5K	﹤0.01%	522