United Capital Financial Advisors’s CoBiz Financial,Inc COBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $329K | Hold |
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|
2018
Q2 | $319K | Sell |
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|
2018
Q1 | $409K | Hold |
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|
2017
Q4 | $417K | Hold |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $276K | Buy |
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|
2017
Q1 | $249K | Buy |
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|
2016
Q4 | $250K | Buy |
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|
2016
Q3 | $196K | Hold |
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|
2016
Q2 | $177K | Hold |
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|
2016
Q1 | $174K | Buy |
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|
2015
Q4 | $155K | Hold |
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|
2015
Q3 | $150K | Hold |
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|
2015
Q2 | $151K | Buy |
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|
2015
Q1 | $129K | Hold |
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|
2014
Q4 | $141K | Hold |
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|
2014
Q3 | $120K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $123K | Hold |
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|
2013
Q4 | $128K | Buy |
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