Advisor Group’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $447K | Sell |
25,259
-6,544
| -21% | -$116K | ﹤0.01% | 1750 |
|
|
2019
Q3 | $523K | Sell |
31,803
-11,315
| -26% | -$186K | ﹤0.01% | 1588 |
|
|
2019
Q2 | $716K | Buy |
43,118
+21,149
| +96% | +$351K | 0.01% | 1358 |
|
|
2019
Q1 | $362K | Sell |
21,969
-11,796
| -35% | -$194K | ﹤0.01% | 1827 |
|
|
2018
Q4 | $537K | Buy |
33,765
+2,047
| +6% | +$32.6K | 0.01% | 1356 |
|
|
2018
Q3 | $660K | Sell |
31,718
-167
| -0.5% | -$3.48K | 0.01% | 1270 |
|
|
2018
Q2 | $720K | Buy |
31,885
+9,227
| +41% | +$208K | 0.01% | 1068 |
|
|
2018
Q1 | $485K | Buy |
22,658
+799
| +4% | +$17.1K | 0.01% | 1346 |
|
|
2017
Q4 | $454K | Buy |
21,859
+2,884
| +15% | +$59.9K | 0.01% | 1392 |
|
|
2017
Q3 | $371K | Sell |
18,975
-3,152
| -14% | -$61.6K | 0.01% | 1384 |
|
|
2017
Q2 | $406K | Buy |
22,127
+523
| +2% | +$9.6K | 0.01% | 1283 |
|
|
2017
Q1 | $383K | Buy |
21,604
+238
| +1% | +$4.22K | 0.01% | 1231 |
|
|
2016
Q4 | $401K | Sell |
21,366
-51
| -0.2% | -$957 | 0.01% | 1133 |
|
|
2016
Q3 | $322K | Buy |
21,417
+4,198
| +24% | +$63.1K | 0.01% | 1227 |
|
|
2016
Q2 | $264K | Buy |
+17,219
| New | +$264K | 0.01% | 1259 |
|