Next Capital Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $789K | Hold |
11,000
| – | – | 0.29% | 63 |
|
|
2025
Q1 | $834K | Hold |
11,000
| – | – | 0.4% | 53 |
|
|
2024
Q4 | $900K | Hold |
11,000
| – | – | 0.36% | 54 |
|
|
2024
Q3 | $740K | Hold |
11,000
| – | – | 0.3% | 70 |
|
|
2024
Q2 | $815K | Hold |
11,000
| – | – | 0.34% | 59 |
|
|
2024
Q1 | $864K | Hold |
11,000
| – | – | 0.35% | 57 |
|
|
2023
Q4 | $688K | Hold |
11,000
| – | – | 0.29% | 61 |
|
|
2023
Q3 | $571K | Hold |
11,000
| – | – | 0.26% | 64 |
|
|
2023
Q2 | $586K | Hold |
11,000
| – | – | 0.27% | 64 |
|
|
2023
Q1 | $544K | Hold |
11,000
| – | – | 0.26% | 65 |
|
|
2022
Q4 | $515K | Hold |
11,000
| – | – | 0.28% | 65 |
|
|
2022
Q3 | $471K | Hold |
11,000
| – | – | 0.36% | 59 |
|
|
2022
Q2 | $439K | Hold |
11,000
| – | – | 0.32% | 67 |
|
|
2022
Q1 | $462K | Hold |
11,000
| – | – | 0.31% | 66 |
|
|
2021
Q4 | $430K | Buy |
+11,000
| New | +$430K | 0.29% | 66 |
|
|
2020
Q4 | – | Sell |
-11,000
| Closed | -$252K | – | 113 |
|
|
2020
Q3 | $252K | Hold |
11,000
| – | – | 0.17% | 77 |
|
|
2020
Q2 | $264K | Buy |
+11,000
| New | +$264K | 0.19% | 73 |
|