BerganKDV Wealth 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 |
-79
| Closed | -$1.4K | – | 1132 |
|
|
2022
Q4 | $1.4K | Sell |
79
-177
| -69% | -$3.14K | ﹤0.01% | 843 |
|
|
2022
Q3 | $4K | Buy |
256
+2
| +0.8% | +$31 | ﹤0.01% | 733 |
|
|
2022
Q2 | $4K | Buy |
254
+3
| +1% | +$47 | ﹤0.01% | 751 |
|
|
2022
Q1 | $5K | Buy |
251
+1
| +0.4% | +$20 | ﹤0.01% | 741 |
|
|
2021
Q4 | $5K | Buy |
250
+2
| +0.8% | +$40 | ﹤0.01% | 794 |
|
|
2021
Q3 | $5K | Buy |
248
+2
| +0.8% | +$40 | ﹤0.01% | 764 |
|
|
2021
Q2 | $5K | Buy |
246
+2
| +0.8% | +$41 | ﹤0.01% | 714 |
|
|
2021
Q1 | $4K | Buy |
244
+2
| +0.8% | +$33 | ﹤0.01% | 714 |
|
|
2020
Q4 | $4K | Hold |
242
| – | – | ﹤0.01% | 711 |
|
|
2020
Q3 | $3K | Buy |
242
+140
| +137% | +$1.74K | ﹤0.01% | 670 |
|
|
2020
Q2 | $1K | Buy |
+102
| New | +$1K | ﹤0.01% | 929 |
|