US Bancorp’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Buy |
1,548
+12
| +0.8% | +$861 | ﹤0.01% | 2373 |
|
|
2025
Q1 | $117K | Sell |
1,536
-260
| -14% | -$19.7K | ﹤0.01% | 2320 |
|
|
2024
Q4 | $147K | Hold |
1,796
| – | – | ﹤0.01% | 2200 |
|
|
2024
Q3 | $121K | Buy |
1,796
+249
| +16% | +$16.8K | ﹤0.01% | 2299 |
|
|
2024
Q2 | $115K | Sell |
1,547
-31
| -2% | -$2.3K | ﹤0.01% | 2264 |
|
|
2024
Q1 | $124K | Buy |
1,578
+56
| +4% | +$4.4K | ﹤0.01% | 2243 |
|
|
2023
Q4 | $95.3K | Sell |
1,522
-45
| -3% | -$2.82K | ﹤0.01% | 2370 |
|
|
2023
Q3 | $81.3K | Sell |
1,567
-37
| -2% | -$1.92K | ﹤0.01% | 2227 |
|
|
2023
Q2 | $85.5K | Sell |
1,604
-81
| -5% | -$4.32K | ﹤0.01% | 2241 |
|
|
2023
Q1 | $83.4K | Sell |
1,685
-29
| -2% | -$1.44K | ﹤0.01% | 2275 |
|
|
2022
Q4 | $80.3K | Sell |
1,714
-58
| -3% | -$2.72K | ﹤0.01% | 2287 |
|
|
2022
Q3 | $76K | Buy |
1,772
+79
| +5% | +$3.39K | ﹤0.01% | 2304 |
|
|
2022
Q2 | $68K | Buy |
1,693
+1,477
| +684% | +$59.3K | ﹤0.01% | 2415 |
|
|
2022
Q1 | $9K | Sell |
216
-21
| -9% | -$875 | ﹤0.01% | 3375 |
|
|
2021
Q4 | $9K | Sell |
237
-301
| -56% | -$11.4K | ﹤0.01% | 3428 |
|
|
2021
Q3 | $17K | Buy |
538
+343
| +176% | +$10.8K | ﹤0.01% | 3182 |
|
|
2021
Q2 | $6K | Hold |
195
| – | – | ﹤0.01% | 3530 |
|
|
2021
Q1 | $6K | Sell |
195
-68
| -26% | -$2.09K | ﹤0.01% | 3417 |
|
|
2020
Q4 | $7K | Buy |
263
+4
| +2% | +$106 | ﹤0.01% | 3274 |
|
|
2020
Q3 | $6K | Sell |
259
-5,545
| -96% | -$128K | ﹤0.01% | 3166 |
|
|
2020
Q2 | $139K | Sell |
5,804
-160
| -3% | -$3.83K | ﹤0.01% | 1929 |
|
|
2020
Q1 | $125K | Sell |
5,964
-138
| -2% | -$2.89K | ﹤0.01% | 1876 |
|
|
2019
Q4 | $165K | Buy |
6,102
+3,233
| +113% | +$87.4K | ﹤0.01% | 1926 |
|
|
2019
Q3 | $67K | Buy |
2,869
+456
| +19% | +$10.6K | ﹤0.01% | 2333 |
|
|
2019
Q2 | $47K | Buy |
+2,413
| New | +$47K | ﹤0.01% | 2550 |
|
|
2017
Q1 | – | Sell |
-2,000
| Closed | -$27K | – | 3550 |
|
|
2016
Q4 | $27K | Hold |
2,000
| – | – | ﹤0.01% | 2714 |
|
|
2016
Q3 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 2775 |
|
|
2016
Q2 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 2772 |
|
|
2016
Q1 | $20K | Hold |
2,000
| – | – | ﹤0.01% | 2751 |
|
|
2015
Q4 | $20K | Sell |
2,000
-7,640
| -79% | -$76.4K | ﹤0.01% | 2813 |
|
|
2015
Q3 | $95K | Sell |
9,640
-1,817
| -16% | -$17.9K | ﹤0.01% | 2108 |
|
|
2015
Q2 | $110K | Buy |
11,457
+118
| +1% | +$1.13K | ﹤0.01% | 2091 |
|
|
2015
Q1 | $106K | Buy |
11,339
+2,460
| +28% | +$23K | ﹤0.01% | 2132 |
|
|
2014
Q4 | $76K | Buy |
8,879
+421
| +5% | +$3.6K | ﹤0.01% | 2306 |
|
|
2014
Q3 | $67K | Sell |
8,458
-6,610
| -44% | -$52.4K | ﹤0.01% | 2325 |
|
|
2014
Q2 | $137K | Buy |
15,068
+854
| +6% | +$7.77K | ﹤0.01% | 1975 |
|
|
2014
Q1 | $130K | Buy |
14,214
+163
| +1% | +$1.49K | ﹤0.01% | 1980 |
|
|
2013
Q4 | $128K | Sell |
14,051
-2,104
| -13% | -$19.2K | ﹤0.01% | 1970 |
|
|
2013
Q3 | $120K | Buy |
16,155
+2,471
| +18% | +$18.4K | ﹤0.01% | 1953 |
|
|
2013
Q2 | $92K | Buy |
+13,684
| New | +$92K | ﹤0.01% | 2032 |
|