AFS
UMPQ
Axiom Financial Strategies’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-43,492
| Closed | -$743K | – | 73 |
|
|
2022
Q3 | $743K | Buy |
43,492
+13
| +0% | +$222 | 0.4% | 34 |
|
|
2022
Q2 | $729K | Buy |
43,479
+15
| +0% | +$252 | 0.38% | 36 |
|
|
2022
Q1 | $721K | Sell |
43,464
-2,454
| -5% | -$40.7K | 0.36% | 38 |
|
|
2021
Q4 | $883K | Buy |
45,918
+13
| +0% | +$250 | 0.4% | 33 |
|
|
2021
Q3 | $930K | Sell |
45,905
-78
| -0.2% | -$1.58K | 0.44% | 34 |
|
|
2021
Q2 | $848K | Buy |
45,983
+13
| +0% | +$240 | 0.39% | 31 |
|
|
2021
Q1 | $807K | Buy |
45,970
+29
| +0.1% | +$509 | 0.4% | 33 |
|
|
2020
Q4 | $488K | Hold |
45,941
| – | – | 0.29% | 40 |
|
|
2020
Q3 | $488K | Buy |
45,941
+1,639
| +4% | +$17.4K | 0.29% | 40 |
|
|
2020
Q2 | $471K | Buy |
44,302
+9,091
| +26% | +$96.7K | 0.31% | 38 |
|
|
2020
Q1 | $384K | Buy |
+35,211
| New | +$384K | 0.31% | 39 |
|