SEI Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.63M | Buy |
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|
2025
Q2 | $1.99M | Buy |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.52M | Sell |
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|
2023
Q4 | $2.43M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $3.69M | Sell |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $851K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $252K | Hold |
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|
2021
Q2 | $256K | Sell |
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|
2021
Q1 | $323K | Hold |
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|
2020
Q4 | $263K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $394K | Hold |
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|
2018
Q3 | $394K | Buy |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $10K | Buy |
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|
2017
Q4 | $3K | Hold |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Sell |
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|
2016
Q1 | $12K | Buy |
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