Stifel Financial’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 | $952K | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.41M | Buy |
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|
2024
Q3 | $928K | Buy |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $323K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $895K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.44M | Sell |
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|
2019
Q3 | $2.18M | Buy |
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|
2019
Q2 | $1.29M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $109K | Buy |
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