Charles Schwab’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-214,478
| Closed | -$4.75M | – | 3199 |
|
|
2018
Q3 | $4.75M | Buy |
214,478
+7,117
| +3% | +$158K | ﹤0.01% | 2067 |
|
|
2018
Q2 | $4.46M | Buy |
207,361
+9,946
| +5% | +$214K | ﹤0.01% | 2063 |
|
|
2018
Q1 | $3.87M | Buy |
197,415
+2,302
| +1% | +$45.1K | ﹤0.01% | 2066 |
|
|
2017
Q4 | $3.9M | Buy |
195,113
+5,002
| +3% | +$100K | ﹤0.01% | 2051 |
|
|
2017
Q3 | $3.73M | Buy |
190,111
+10,010
| +6% | +$197K | ﹤0.01% | 2029 |
|
|
2017
Q2 | $3.13M | Buy |
180,101
+22,121
| +14% | +$385K | ﹤0.01% | 2052 |
|
|
2017
Q1 | $2.66M | Buy |
157,980
+8,667
| +6% | +$146K | ﹤0.01% | 2090 |
|
|
2016
Q4 | $2.52M | Buy |
149,313
+8,115
| +6% | +$137K | ﹤0.01% | 2069 |
|
|
2016
Q3 | $1.88M | Buy |
141,198
+6,738
| +5% | +$89.7K | ﹤0.01% | 2157 |
|
|
2016
Q2 | $1.57M | Buy |
134,460
+2,868
| +2% | +$33.6K | ﹤0.01% | 2169 |
|
|
2016
Q1 | $1.56M | Buy |
131,592
+3,102
| +2% | +$36.7K | ﹤0.01% | 2177 |
|
|
2015
Q4 | $1.73M | Buy |
128,490
+4,571
| +4% | +$61.4K | ﹤0.01% | 2154 |
|
|
2015
Q3 | $1.61M | Buy |
123,919
+25,365
| +26% | +$330K | ﹤0.01% | 2188 |
|
|
2015
Q2 | $1.29M | Buy |
98,554
+14,252
| +17% | +$186K | ﹤0.01% | 2307 |
|
|
2015
Q1 | $1.04M | Buy |
84,302
+4,176
| +5% | +$51.5K | ﹤0.01% | 2360 |
|
|
2014
Q4 | $1.05M | Buy |
80,126
+2,196
| +3% | +$28.9K | ﹤0.01% | 2332 |
|
|
2014
Q3 | $872K | Buy |
77,930
+1,780
| +2% | +$19.9K | ﹤0.01% | 2366 |
|
|
2014
Q2 | $821K | Sell |
76,150
-560
| -0.7% | -$6.04K | ﹤0.01% | 2414 |
|
|
2014
Q1 | $884K | Buy |
76,710
+2,100
| +3% | +$24.2K | ﹤0.01% | 2348 |
|
|
2013
Q4 | $893K | Buy |
74,610
+2,568
| +4% | +$30.7K | ﹤0.01% | 2313 |
|
|
2013
Q3 | $706K | Sell |
72,042
-123
| -0.2% | -$1.21K | ﹤0.01% | 2392 |
|
|
2013
Q2 | $605K | Buy |
+72,165
| New | +$605K | ﹤0.01% | 2430 |
|