Bellevue Asset Management’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 |
-102
| Closed | -$1.82K | – | 498 |
|
2022
Q4 | $1.82K | Hold |
102
| – | – | ﹤0.01% | 411 |
|
2022
Q3 | $2K | Buy |
102
+1
| +1% | +$20 | ﹤0.01% | 452 |
|
2022
Q2 | $2K | Buy |
101
+1
| +1% | +$20 | ﹤0.01% | 458 |
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 528 |
|
2021
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
2021
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 554 |
|
2021
Q1 | $2K | Buy |
100
+1
| +1% | +$20 | ﹤0.01% | 616 |
|
2020
Q4 | $2K | Buy |
99
+1
| +1% | +$20 | ﹤0.01% | 614 |
|
2020
Q3 | $1K | Hold |
98
| – | – | ﹤0.01% | 605 |
|
2020
Q2 | $1K | Hold |
98
| – | – | ﹤0.01% | 606 |
|
2020
Q1 | $1K | Buy |
98
+1
| +1% | +$10 | ﹤0.01% | 598 |
|
2019
Q4 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 472 |
|