Truist 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 | $791K | Sell |
11,035
-1,928
| -15% | -$138K | ﹤0.01% | 1708 |
|
|
2025
Q1 | $983K | Sell |
12,963
-175
| -1% | -$13.3K | ﹤0.01% | 1517 |
|
|
2024
Q4 | $1.08M | Sell |
13,138
-817
| -6% | -$66.9K | ﹤0.01% | 1510 |
|
|
2024
Q3 | $939K | Buy |
13,955
+2,977
| +27% | +$200K | ﹤0.01% | 1550 |
|
|
2024
Q2 | $813K | Buy |
10,978
+723
| +7% | +$53.6K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $805K | Sell |
10,255
-6
| -0.1% | -$471 | ﹤0.01% | 1713 |
|
|
2023
Q4 | $642K | Sell |
10,261
-613
| -6% | -$38.4K | ﹤0.01% | 1831 |
|
|
2023
Q3 | $564K | Sell |
10,874
-21
| -0.2% | -$1.09K | ﹤0.01% | 1849 |
|
|
2023
Q2 | $580K | Buy |
10,895
+336
| +3% | +$17.9K | ﹤0.01% | 1873 |
|
|
2023
Q1 | $523K | Buy |
10,559
+221
| +2% | +$10.9K | ﹤0.01% | 1945 |
|
|
2022
Q4 | $484K | Sell |
10,338
-110
| -1% | -$5.15K | ﹤0.01% | 1970 |
|
|
2022
Q3 | $447K | Sell |
10,448
-1,057
| -9% | -$45.2K | ﹤0.01% | 1878 |
|
|
2022
Q2 | $459K | Sell |
11,505
-1,398
| -11% | -$55.8K | ﹤0.01% | 1950 |
|
|
2022
Q1 | $541K | Sell |
12,903
-225
| -2% | -$9.43K | ﹤0.01% | 1959 |
|
|
2021
Q4 | $514K | Sell |
13,128
-29
| -0.2% | -$1.14K | ﹤0.01% | 1974 |
|
|
2021
Q3 | $425K | Sell |
13,157
-396
| -3% | -$12.8K | ﹤0.01% | 2078 |
|
|
2021
Q2 | $444K | Sell |
13,553
-57
| -0.4% | -$1.87K | ﹤0.01% | 2112 |
|
|
2021
Q1 | $445K | Sell |
13,610
-431
| -3% | -$14.1K | ﹤0.01% | 2025 |
|
|
2020
Q4 | $373K | Sell |
14,041
-104
| -0.7% | -$2.76K | ﹤0.01% | 2001 |
|
|
2020
Q3 | $323K | Buy |
14,145
+219
| +2% | +$5K | ﹤0.01% | 1947 |
|
|
2020
Q2 | $334K | Buy |
13,926
+394
| +3% | +$9.45K | ﹤0.01% | 1858 |
|
|
2020
Q1 | $283K | Sell |
13,532
-1,539
| -10% | -$32.2K | ﹤0.01% | 1871 |
|
|
2019
Q4 | $407K | Buy |
+15,071
| New | +$407K | ﹤0.01% | 1967 |
|