Truist 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 | $603K | Buy |
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|
2025
Q2 | $791K | Sell |
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|
2025
Q1 | $983K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $939K | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $805K | Sell |
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|
2023
Q4 | $642K | Sell |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $523K | Buy |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $447K | Sell |
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|
2022
Q2 | $459K | Sell |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $514K | Sell |
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|
2021
Q3 | $425K | Sell |
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|
2021
Q2 | $444K | Sell |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $373K | Sell |
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|
2020
Q3 | $323K | Buy |
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|
2020
Q2 | $334K | Buy |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $407K | Buy |
|