Segall Bryant & Hamill’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
200,835
+34,378
| +21% | +$2.47M | 0.2% | 166 |
|
|
2025
Q1 | $12.6M | Buy |
166,457
+17,936
| +12% | +$1.36M | 0.19% | 165 |
|
|
2024
Q4 | $12.2M | Buy |
148,521
+24,622
| +20% | +$2.01M | 0.17% | 192 |
|
|
2024
Q3 | $8.34M | Sell |
123,899
-5,056
| -4% | -$340K | 0.11% | 257 |
|
|
2024
Q2 | $9.56M | Buy |
128,955
+3,498
| +3% | +$259K | 0.17% | 197 |
|
|
2024
Q1 | $9.85M | Sell |
125,457
-1,800
| -1% | -$141K | 0.18% | 190 |
|
|
2023
Q4 | $7.97M | Buy |
127,257
+415
| +0.3% | +$26K | 0.15% | 217 |
|
|
2023
Q3 | $6.58M | Sell |
126,842
-807
| -0.6% | -$41.9K | 0.08% | 279 |
|
|
2023
Q2 | $6.8M | Buy |
127,649
+588
| +0.5% | +$31.3K | 0.07% | 296 |
|
|
2023
Q1 | $6.29M | Buy |
127,061
+1,587
| +1% | +$78.5K | 0.07% | 307 |
|
|
2022
Q4 | $5.88M | Buy |
+125,474
| New | +$5.88M | 0.07% | 295 |
|