44 Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,046
| Closed | -$197K | – | 184 |
|
|
2022
Q4 | $197K | Buy |
11,046
+650
| +6% | +$11.6K | 0.07% | 171 |
|
|
2022
Q3 | $178K | Hold |
10,396
| – | – | 0.07% | 160 |
|
|
2022
Q2 | $174K | Hold |
10,396
| – | – | 0.07% | 164 |
|
|
2022
Q1 | $196K | Hold |
10,396
| – | – | 0.07% | 167 |
|
|
2021
Q4 | $200K | Hold |
10,396
| – | – | 0.07% | 179 |
|
|
2021
Q3 | $211K | Hold |
10,396
| – | – | 0.08% | 165 |
|
|
2021
Q2 | $192K | Hold |
10,396
| – | – | 0.07% | 174 |
|
|
2021
Q1 | $182K | Hold |
10,396
| – | – | 0.08% | 154 |
|
|
2020
Q4 | $157K | Buy |
+10,396
| New | +$157K | 0.07% | 156 |
|