Stifel Financial’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
17,429
-87
| -0.5% | -$6.24K | ﹤0.01% | 2180 |
|
|
2025
Q1 | $1.33M | Buy |
17,516
+280
| +2% | +$21.2K | ﹤0.01% | 2043 |
|
|
2024
Q4 | $1.41M | Buy |
17,236
+3,447
| +25% | +$282K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $928K | Buy |
13,789
+4,738
| +52% | +$319K | ﹤0.01% | 2279 |
|
|
2024
Q2 | $671K | Buy |
9,051
+4,937
| +120% | +$366K | ﹤0.01% | 2426 |
|
|
2024
Q1 | $323K | Buy |
4,114
+754
| +22% | +$59.2K | ﹤0.01% | 2871 |
|
|
2023
Q4 | $210K | Buy |
+3,360
| New | +$210K | ﹤0.01% | 3041 |
|
|
2023
Q2 | – | Sell |
-18,089
| Closed | -$895K | – | 3329 |
|
|
2023
Q1 | $895K | Buy |
+18,089
| New | +$895K | ﹤0.01% | 2136 |
|
|
2020
Q1 | – | Sell |
-53,541
| Closed | -$1.44M | – | 2849 |
|
|
2019
Q4 | $1.44M | Sell |
53,541
-39,266
| -42% | -$1.06M | ﹤0.01% | 1563 |
|
|
2019
Q3 | $2.18M | Buy |
92,807
+27,098
| +41% | +$637K | 0.01% | 1256 |
|
|
2019
Q2 | $1.29M | Buy |
+65,709
| New | +$1.29M | ﹤0.01% | 1644 |
|
|
2014
Q2 | – | Sell |
-11,916
| Closed | -$109K | – | 2163 |
|
|
2014
Q1 | $109K | Buy |
+11,916
| New | +$109K | ﹤0.01% | 1997 |
|