Advisor Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$184K Sell
10,958
-363
-3% -$6.1K 0.01% 790
2022
Q1
$214K Buy
11,321
+167
+1% +$3.16K 0.01% 806
2021
Q4
$215K Buy
11,154
+32
+0.3% +$617 0.01% 800
2021
Q3
$225K Buy
11,122
+88
+0.8% +$1.78K 0.02% 727
2021
Q2
$204K Buy
11,034
+56
+0.5% +$1.04K 0.01% 802
2021
Q1
$193K Sell
10,978
-15
-0.1% -$264 0.01% 780
2020
Q4
$166K Buy
10,993
+656
+6% +$9.91K 0.01% 728
2020
Q3
$110K Buy
+10,337
New +$110K 0.01% 669