BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-27
| Closed | -$482 | – | 1108 |
|
|
2022
Q4 | $482 | Sell |
27
-258
| -91% | -$4.61K | ﹤0.01% | 953 |
|
|
2022
Q3 | $5K | Hold |
285
| – | – | ﹤0.01% | 829 |
|
|
2022
Q2 | $5K | Hold |
285
| – | – | ﹤0.01% | 792 |
|
|
2022
Q1 | $5K | Hold |
285
| – | – | ﹤0.01% | 838 |
|
|
2021
Q4 | $5K | Buy |
285
+27
| +10% | +$474 | ﹤0.01% | 840 |
|
|
2021
Q3 | $5K | Hold |
258
| – | – | ﹤0.01% | 839 |
|
|
2021
Q2 | $5K | Hold |
258
| – | – | ﹤0.01% | 876 |
|
|
2021
Q1 | $5K | Hold |
258
| – | – | ﹤0.01% | 863 |
|
|
2020
Q4 | $4K | Hold |
258
| – | – | ﹤0.01% | 684 |
|
|
2020
Q3 | $3K | Buy |
+258
| New | +$3K | ﹤0.01% | 657 |
|