Capital Analysts LLC’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 |
-611
| Closed | -$11K | – | 1095 |
|
|
2022
Q4 | $11K | Buy |
611
+7
| +1% | +$126 | ﹤0.01% | 844 |
|
|
2022
Q3 | $10K | Buy |
604
+7
| +1% | +$116 | ﹤0.01% | 805 |
|
|
2022
Q2 | $10K | Buy |
597
+7
| +1% | +$117 | ﹤0.01% | 803 |
|
|
2022
Q1 | $11K | Buy |
590
+6
| +1% | +$112 | ﹤0.01% | 745 |
|
|
2021
Q4 | $11K | Buy |
584
+6
| +1% | +$113 | ﹤0.01% | 806 |
|
|
2021
Q3 | $12K | Buy |
578
+6
| +1% | +$125 | ﹤0.01% | 775 |
|
|
2021
Q2 | $11K | Buy |
572
+7
| +1% | +$135 | ﹤0.01% | 743 |
|
|
2021
Q1 | $10K | Buy |
+565
| New | +$10K | ﹤0.01% | 795 |
|