Cambridge Investment Research 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 |
-23,068
| Closed | -$412K | – | 3298 |
|
|
2022
Q4 | $412K | Sell |
23,068
-459
| -2% | -$8.2K | ﹤0.01% | 2178 |
|
|
2022
Q3 | $402K | Sell |
23,527
-1,041
| -4% | -$17.8K | ﹤0.01% | 2117 |
|
|
2022
Q2 | $412K | Buy |
24,568
+3,875
| +19% | +$65K | ﹤0.01% | 2115 |
|
|
2022
Q1 | $390K | Buy |
20,693
+8,612
| +71% | +$162K | ﹤0.01% | 2317 |
|
|
2021
Q4 | $232K | Buy |
+12,081
| New | +$232K | ﹤0.01% | 2751 |
|
|
2017
Q1 | – | Sell |
-10,534
| Closed | -$198K | – | 1825 |
|
|
2016
Q4 | $198K | Buy |
10,534
+88
| +0.8% | +$1.65K | ﹤0.01% | 1508 |
|
|
2016
Q3 | $157K | Sell |
10,446
-603
| -5% | -$9.06K | ﹤0.01% | 1612 |
|
|
2016
Q2 | $171K | Buy |
+11,049
| New | +$171K | ﹤0.01% | 1409 |
|