Principal Financial Group’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
3,728
-28,038
| -88% | -$2.01M | ﹤0.01% | 2095 |
|
|
2025
Q1 | $2.41M | Buy |
31,766
+243
| +0.8% | +$18.4K | ﹤0.01% | 1736 |
|
|
2024
Q4 | $2.58M | Buy |
31,523
+3,663
| +13% | +$300K | ﹤0.01% | 1757 |
|
|
2024
Q3 | $1.87M | Buy |
27,860
+5,717
| +26% | +$385K | ﹤0.01% | 1771 |
|
|
2024
Q2 | $1.64M | Buy |
22,143
+2,684
| +14% | +$199K | ﹤0.01% | 1801 |
|
|
2024
Q1 | $1.53M | Buy |
19,459
+3,179
| +20% | +$250K | ﹤0.01% | 1812 |
|
|
2023
Q4 | $1.02M | Buy |
16,280
+3,890
| +31% | +$243K | ﹤0.01% | 1839 |
|
|
2023
Q3 | $643K | Buy |
12,390
+1,947
| +19% | +$101K | ﹤0.01% | 1905 |
|
|
2023
Q2 | $556K | Sell |
10,443
-983
| -9% | -$52.4K | ﹤0.01% | 1929 |
|
|
2023
Q1 | $565K | Sell |
11,426
-1,506
| -12% | -$74.5K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $606K | Sell |
12,932
-3,080
| -19% | -$144K | ﹤0.01% | 1934 |
|
|
2022
Q3 | $685K | Sell |
16,012
-16,446
| -51% | -$704K | ﹤0.01% | 1901 |
|
|
2022
Q2 | $1.3M | Buy |
32,458
+4,073
| +14% | +$163K | ﹤0.01% | 1873 |
|
|
2022
Q1 | $1.19M | Sell |
28,385
-14,349
| -34% | -$602K | ﹤0.01% | 1948 |
|
|
2021
Q4 | $1.67M | Buy |
+42,734
| New | +$1.67M | ﹤0.01% | 1886 |
|
|
2021
Q2 | – | Sell |
-6,337
| Closed | -$207K | – | 2608 |
|
|
2021
Q1 | $207K | Buy |
+6,337
| New | +$207K | ﹤0.01% | 2377 |
|
|
2019
Q2 | – | Sell |
-26,709
| Closed | -$541K | – | 2235 |
|
|
2019
Q1 | $541K | Sell |
26,709
-120
| -0.4% | -$2.43K | ﹤0.01% | 1918 |
|
|
2018
Q4 | $529K | Buy |
26,829
+16,309
| +155% | +$322K | ﹤0.01% | 1905 |
|
|
2018
Q3 | $249K | Buy |
10,520
+150
| +1% | +$3.55K | ﹤0.01% | 2121 |
|
|
2018
Q2 | $239K | Sell |
10,370
-9,683
| -48% | -$223K | ﹤0.01% | 2123 |
|
|
2018
Q1 | $366K | Buy |
20,053
+1,883
| +10% | +$34.4K | ﹤0.01% | 1989 |
|
|
2017
Q4 | $281K | Buy |
18,170
+438
| +2% | +$6.77K | ﹤0.01% | 2060 |
|
|
2017
Q3 | $288K | Sell |
17,732
-10,364
| -37% | -$168K | ﹤0.01% | 2031 |
|
|
2017
Q2 | $421K | Buy |
+28,096
| New | +$421K | ﹤0.01% | 1980 |
|
|
2015
Q3 | – | Sell |
-12,971
| Closed | -$125K | – | 2190 |
|
|
2015
Q2 | $125K | Buy |
12,971
+1,502
| +13% | +$14.5K | ﹤0.01% | 2111 |
|
|
2015
Q1 | $107K | Buy |
11,469
+1,151
| +11% | +$10.7K | ﹤0.01% | 2097 |
|
|
2014
Q4 | $88K | Sell |
10,318
-2,644
| -20% | -$22.6K | ﹤0.01% | 2123 |
|
|
2014
Q3 | $102K | Hold |
12,962
| – | – | ﹤0.01% | 2138 |
|
|
2014
Q2 | $117K | Sell |
12,962
-2,739
| -17% | -$24.7K | ﹤0.01% | 2188 |
|
|
2014
Q1 | $144K | Sell |
15,701
-322
| -2% | -$2.95K | ﹤0.01% | 2192 |
|
|
2013
Q4 | $146K | Sell |
16,023
-296
| -2% | -$2.7K | ﹤0.01% | 2210 |
|
|
2013
Q3 | $121K | Sell |
16,319
-1,044
| -6% | -$7.74K | ﹤0.01% | 2205 |
|
|
2013
Q2 | $117K | Buy |
+17,363
| New | +$117K | ﹤0.01% | 2186 |
|