BOK Financial Private Wealth’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-25,937
| Closed | -$451K | – | 149 |
|
|
2017
Q2 | $451K | Hold |
25,937
| – | – | 0.07% | 71 |
|
|
2017
Q1 | $436K | Hold |
25,937
| – | – | 0.06% | 80 |
|
|
2016
Q4 | $438K | Hold |
25,937
| – | – | 0.07% | 85 |
|
|
2016
Q3 | $345K | Hold |
25,937
| – | – | 0.05% | 99 |
|
|
2016
Q2 | $303K | Hold |
25,937
| – | – | 0.05% | 98 |
|
|
2016
Q1 | $307K | Sell |
25,937
-874
| -3% | -$10.3K | 0.05% | 52 |
|
|
2015
Q4 | $360K | Buy |
26,811
+700
| +3% | +$9.4K | 0.06% | 52 |
|
|
2015
Q3 | $340K | Sell |
26,111
-350
| -1% | -$4.56K | 0.06% | 52 |
|
|
2015
Q2 | $346K | Sell |
26,461
-785
| -3% | -$10.3K | 0.06% | 52 |
|
|
2015
Q1 | $336K | Hold |
27,246
| – | – | 0.06% | 53 |
|
|
2014
Q4 | $358K | Hold |
27,246
| – | – | 0.06% | 53 |
|
|
2014
Q3 | $305K | Hold |
27,246
| – | – | 0.05% | 56 |
|
|
2014
Q2 | $293K | Hold |
27,246
| – | – | 0.05% | 58 |
|
|
2014
Q1 | $314K | Sell |
27,246
-156
| -0.6% | -$1.8K | 0.05% | 53 |
|
|
2013
Q4 | $328K | Hold |
27,402
| – | – | 0.06% | 48 |
|
|
2013
Q3 | $265K | Buy |
27,402
+1
| +0% | +$10 | 0.05% | 55 |
|
|
2013
Q2 | $227K | Buy |
+27,401
| New | +$227K | 0.05% | 46 |
|