American Portfolios Advisors’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
Q4 | – | Sell |
-1,114
| Closed | -$22.6K | – | 3608 |
|
|
2021
Q3 | $22.6K | Buy |
+1,114
| New | +$22.6K | ﹤0.01% | 2230 |
|
|
2020
Q3 | – | Sell |
-51
| Closed | -$543 | – | 3004 |
|
|
2020
Q2 | $543 | Hold |
51
| – | – | ﹤0.01% | 2754 |
|
|
2020
Q1 | $556 | Sell |
51
-137
| -73% | -$1.49K | ﹤0.01% | 2652 |
|
|
2019
Q4 | $3.33K | Sell |
188
-7,711
| -98% | -$137K | ﹤0.01% | 2413 |
|
|
2019
Q3 | $130K | Sell |
7,899
-2,745
| -26% | -$45.2K | 0.01% | 873 |
|
|
2019
Q2 | $177K | Buy |
10,644
+10,521
| +8,554% | +$175K | 0.01% | 760 |
|
|
2019
Q1 | $2.03K | Sell |
123
-1,023
| -89% | -$16.9K | ﹤0.01% | 2376 |
|
|
2018
Q4 | $18.2K | Buy |
+1,146
| New | +$18.2K | ﹤0.01% | 1414 |
|
|
2018
Q2 | – | Sell |
-611
| Closed | -$13.1K | – | 2448 |
|
|
2018
Q1 | $13.1K | Buy |
611
+289
| +90% | +$6.19K | ﹤0.01% | 1543 |
|
|
2017
Q4 | $6.7K | Buy |
+322
| New | +$6.7K | ﹤0.01% | 1720 |
|