Bell Investment 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 |
-152
| Closed | -$2.71K | – | 2014 |
|
|
2022
Q4 | $2.71K | Buy |
152
+29
| +24% | +$518 | ﹤0.01% | 1122 |
|
|
2022
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 1278 |
|
|
2022
Q2 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 1283 |
|
|
2021
Q4 | $2K | Hold |
127
| – | – | ﹤0.01% | 1285 |
|
|
2021
Q3 | $3K | Buy |
+127
| New | +$3K | ﹤0.01% | 997 |
|