Tower Research Capital (TRC)’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Buy |
5,516
+4,128
| +297% | +$296K | 0.01% | 1178 |
|
|
2025
Q1 | $105K | Sell |
1,388
-198
| -12% | -$15K | ﹤0.01% | 1748 |
|
|
2024
Q4 | $130K | Sell |
1,586
-1,138
| -42% | -$93.1K | ﹤0.01% | 2004 |
|
|
2024
Q3 | $183K | Sell |
2,724
-6,117
| -69% | -$412K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $655K | Buy |
8,841
+7,141
| +420% | +$529K | 0.01% | 1102 |
|
|
2024
Q1 | $133K | Sell |
1,700
-12,582
| -88% | -$988K | ﹤0.01% | 1667 |
|
|
2023
Q4 | $894K | Buy |
14,282
+13,452
| +1,621% | +$842K | 0.01% | 931 |
|
|
2023
Q3 | $43.1K | Sell |
830
-9,332
| -92% | -$484K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $541K | Buy |
10,162
+8,795
| +643% | +$469K | 0.02% | 923 |
|
|
2023
Q1 | $68K | Buy |
1,367
+190
| +16% | +$9.45K | ﹤0.01% | 2220 |
|
|
2022
Q4 | $55K | Sell |
1,177
-2,127
| -64% | -$99.4K | ﹤0.01% | 2276 |
|
|
2022
Q3 | $142K | Buy |
3,304
+1,317
| +66% | +$56.6K | ﹤0.01% | 2242 |
|
|
2022
Q2 | $79K | Buy |
1,987
+1,712
| +623% | +$68.1K | ﹤0.01% | 2472 |
|
|
2022
Q1 | $12K | Sell |
275
-222
| -45% | -$9.69K | ﹤0.01% | 4041 |
|
|
2021
Q4 | $19K | Sell |
497
-1,970
| -80% | -$75.3K | ﹤0.01% | 3705 |
|
|
2021
Q3 | $80K | Sell |
2,467
-4,150
| -63% | -$135K | ﹤0.01% | 2587 |
|
|
2021
Q2 | $217K | Buy |
6,617
+924
| +16% | +$30.3K | 0.01% | 1854 |
|
|
2021
Q1 | $186K | Buy |
5,693
+3,274
| +135% | +$107K | ﹤0.01% | 2071 |
|
|
2020
Q4 | $64K | Sell |
2,419
-45,641
| -95% | -$1.21M | ﹤0.01% | 2842 |
|
|
2020
Q3 | $1.1M | Buy |
48,060
+39,324
| +450% | +$899K | 0.01% | 901 |
|
|
2020
Q2 | $210K | Buy |
8,736
+8,379
| +2,347% | +$201K | 0.01% | 1748 |
|
|
2020
Q1 | $7K | Sell |
357
-1,556
| -81% | -$30.5K | ﹤0.01% | 2166 |
|
|
2019
Q4 | $52K | Buy |
1,913
+1,841
| +2,557% | +$50K | ﹤0.01% | 1309 |
|
|
2019
Q3 | $2K | Sell |
72
-18,433
| -100% | -$512K | ﹤0.01% | 3658 |
|
|
2019
Q2 | $363K | Buy |
+18,505
| New | +$363K | 0.02% | 610 |
|
|
2019
Q1 | – | Sell |
-2,932
| Closed | -$58K | – | 3818 |
|
|
2018
Q4 | $58K | Buy |
2,932
+2,792
| +1,994% | +$55.2K | ﹤0.01% | 1211 |
|
|
2018
Q3 | $3K | Buy |
+140
| New | +$3K | ﹤0.01% | 3279 |
|
|
2018
Q2 | – | Sell |
-13,705
| Closed | -$250K | – | 3668 |
|
|
2018
Q1 | $250K | Buy |
13,705
+9,498
| +226% | +$173K | 0.02% | 780 |
|
|
2017
Q4 | $65K | Sell |
4,207
-547
| -12% | -$8.45K | 0.01% | 1134 |
|
|
2017
Q3 | $77K | Buy |
+4,754
| New | +$77K | 0.01% | 1593 |
|
|
2017
Q2 | – | Sell |
-2,012
| Closed | -$27K | – | 2767 |
|
|
2017
Q1 | $27K | Buy |
2,012
+1,039
| +107% | +$13.9K | ﹤0.01% | 1093 |
|
|
2016
Q4 | $13K | Buy |
973
+173
| +22% | +$2.31K | ﹤0.01% | 2460 |
|
|
2016
Q3 | $9K | Buy |
800
+165
| +26% | +$1.86K | ﹤0.01% | 2119 |
|
|
2016
Q2 | $7K | Buy |
635
+198
| +45% | +$2.18K | ﹤0.01% | 3114 |
|
|
2016
Q1 | $4K | Sell |
437
-3,469
| -89% | -$31.8K | ﹤0.01% | 2856 |
|
|
2015
Q4 | $39K | Buy |
3,906
+2,509
| +180% | +$25.1K | 0.01% | 706 |
|
|
2015
Q3 | $14K | Sell |
1,397
-168
| -11% | -$1.68K | ﹤0.01% | 2015 |
|
|
2015
Q2 | $15K | Sell |
1,565
-1,940
| -55% | -$18.6K | ﹤0.01% | 2339 |
|
|
2015
Q1 | $33K | Buy |
+3,505
| New | +$33K | ﹤0.01% | 1817 |
|
|
2014
Q4 | – | Sell |
-4,391
| Closed | -$34K | – | 4063 |
|
|
2014
Q3 | $34K | Buy |
4,391
+3,891
| +778% | +$30.1K | ﹤0.01% | 1853 |
|
|
2014
Q2 | $5K | Buy |
500
+189
| +61% | +$1.89K | ﹤0.01% | 2834 |
|
|
2014
Q1 | $3K | Buy |
+311
| New | +$3K | ﹤0.01% | 3594 |
|
|
2013
Q4 | – | Sell |
-3,578
| Closed | -$27K | – | 4489 |
|
|
2013
Q3 | $27K | Buy |
+3,578
| New | +$27K | ﹤0.01% | 2441 |
|