Advisory Services Network’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-24
| Closed | – | – | 3513 |
|
|
2021
Q2 | $0 | Buy |
+24
| New | – | ﹤0.01% | 3686 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | – | – | 3435 |
|
|
2020
Q4 | $0 | Sell |
23
-173
| -88% | – | ﹤0.01% | 3885 |
|
|
2020
Q3 | $2K | Buy |
+196
| New | +$2K | ﹤0.01% | 3234 |
|
|
2020
Q2 | – | Sell |
-1,412
| Closed | -$15K | – | 2974 |
|
|
2020
Q1 | $15K | Buy |
1,412
+362
| +34% | +$3.85K | ﹤0.01% | 2044 |
|
|
2019
Q4 | $18K | Sell |
1,050
-143
| -12% | -$2.45K | ﹤0.01% | 2087 |
|
|
2019
Q3 | $20K | Hold |
1,193
| – | – | ﹤0.01% | 1834 |
|
|
2019
Q2 | $20K | Sell |
1,193
-1,004
| -46% | -$16.8K | ﹤0.01% | 1832 |
|
|
2019
Q1 | $37K | Sell |
2,197
-1,393
| -39% | -$23.5K | ﹤0.01% | 1362 |
|
|
2018
Q4 | $58K | Sell |
3,590
-123
| -3% | -$1.99K | 0.01% | 1081 |
|
|
2018
Q3 | $77K | Buy |
3,713
+56
| +2% | +$1.16K | 0.01% | 1082 |
|
|
2018
Q2 | $80K | Sell |
3,657
-4,472
| -55% | -$97.8K | 0.01% | 1045 |
|
|
2018
Q1 | $174K | Sell |
8,129
-514
| -6% | -$11K | 0.01% | 826 |
|
|
2017
Q4 | $180K | Buy |
8,643
+7,497
| +654% | +$156K | 0.02% | 817 |
|
|
2017
Q3 | $22K | Hold |
1,146
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q2 | $21K | Buy |
1,146
+161
| +16% | +$2.95K | ﹤0.01% | 1348 |
|
|
2017
Q1 | $17K | Buy |
+985
| New | +$17K | ﹤0.01% | 1301 |
|
|
2016
Q3 | $7K | Buy |
497
+210
| +73% | +$2.96K | ﹤0.01% | 1433 |
|
|
2016
Q2 | $4K | Buy |
+287
| New | +$4K | ﹤0.01% | 1510 |
|