D.A. Davidson & Co’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
Q1 | – | Sell |
-1,650
| Closed | -$27K | – | 2620 |
|
|
2016
Q4 | $27K | Hold |
1,650
| – | – | ﹤0.01% | 1840 |
|
|
2016
Q3 | $21K | Hold |
1,650
| – | – | ﹤0.01% | 1848 |
|
|
2016
Q2 | $19K | Sell |
1,650
-19,115
| -92% | -$220K | ﹤0.01% | 1790 |
|
|
2016
Q1 | $244K | Sell |
20,765
-57,704
| -74% | -$678K | 0.01% | 754 |
|
|
2015
Q4 | $1.05M | Sell |
78,469
-15,865
| -17% | -$213K | 0.03% | 384 |
|
|
2015
Q3 | $1.23M | Sell |
94,334
-8,175
| -8% | -$106K | 0.04% | 351 |
|
|
2015
Q2 | $1.34M | Sell |
102,509
-2,335
| -2% | -$30.5K | 0.04% | 346 |
|
|
2015
Q1 | $1.29M | Sell |
104,844
-725
| -0.7% | -$8.93K | 0.04% | 349 |
|
|
2014
Q4 | $1.39M | Buy |
105,569
+2,245
| +2% | +$29.5K | 0.05% | 340 |
|
|
2014
Q3 | $1.16M | Sell |
103,324
-1,821
| -2% | -$20.4K | 0.04% | 388 |
|
|
2014
Q2 | $1.13M | Buy |
105,145
+8,345
| +9% | +$89.8K | 0.04% | 402 |
|
|
2014
Q1 | $1.11M | Buy |
96,800
+235
| +0.2% | +$2.7K | 0.04% | 382 |
|
|
2013
Q4 | $1.15M | Sell |
96,565
-2,470
| -2% | -$29.5K | 0.04% | 359 |
|
|
2013
Q3 | $956K | Sell |
99,035
-1,170
| -1% | -$11.3K | 0.04% | 367 |
|
|
2013
Q2 | $831K | Buy |
+100,205
| New | +$831K | 0.04% | 364 |
|