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