Yep, probably fixed drop from Pontius. I have saves right after black cove from 2 different starts and I had a scope in inventory in both. If I had them before they'd be dumped on Jahan at the end of time(note: saw somewhere earlier that dismissed companions lose their inventory, they definitely do not just don't barter when they are not on the team).
That was probably me who said that. They definitely lose a portion of their inventory. I tried to set up madora as a crafter, gave her all of my materials only to ind out later that large amounts of valuable materials had disappeared. Some stacks went from 30+ to <5 and at least two types of elemental essence disappeared completely.
Could be barter related, I can't say for sure. She still had a lot of the stuff so it was hard to tell at first that anything had changed, just when I went to use it it wasn't there.