Susquehanna Fundamental Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-10,994
| Closed | -$834K | – | 763 |
|
2025
Q1 | $834K | Sell |
10,994
-27,596
| -72% | -$2.09M | 0.01% | 731 |
|
2024
Q4 | $3.16M | Buy |
+38,590
| New | +$3.16M | 0.05% | 426 |
|
2024
Q2 | $259K | Sell |
3,500
-2,100
| -38% | -$156K | 0.01% | 809 |
|
2024
Q1 | $440K | Buy |
+5,600
| New | +$440K | 0.02% | 493 |
|
2023
Q2 | – | Sell |
-29,026
| Closed | -$1.44M | – | 677 |
|
2023
Q1 | $1.44M | Sell |
29,026
-6,833
| -19% | -$338K | 0.03% | 448 |
|
2022
Q4 | $1.68M | Sell |
35,859
-1,794
| -5% | -$84K | 0.03% | 538 |
|
2022
Q3 | $1.61M | Buy |
+37,653
| New | +$1.61M | 0.03% | 650 |
|
2022
Q1 | $311K | Buy |
+7,402
| New | +$311K | 0.01% | 1253 |
|
2021
Q4 | – | Sell |
-17,227
| Closed | -$557K | – | 1475 |
|
2021
Q3 | $557K | Sell |
17,227
-18,083
| -51% | -$585K | 0.01% | 1145 |
|
2021
Q2 | $1.16M | Sell |
35,310
-2,100
| -6% | -$68.8K | 0.02% | 796 |
|
2021
Q1 | $1.22M | Sell |
37,410
-4,492
| -11% | -$147K | 0.02% | 811 |
|
2020
Q4 | $1.12M | Buy |
41,902
+15,227
| +57% | +$405K | 0.02% | 832 |
|
2020
Q3 | $610K | Buy |
+26,675
| New | +$610K | 0.02% | 812 |
|