Cardiff Park 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 |
-10,600
| Closed | -$189K | – | 333 |
|
|
2022
Q4 | $189K | Hold |
10,600
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $181K | Hold |
10,600
| – | – | 0.03% | 233 |
|
|
2022
Q2 | $178K | Hold |
10,600
| – | – | 0.03% | 234 |
|
|
2022
Q1 | $200K | Hold |
10,600
| – | – | 0.03% | 229 |
|
|
2021
Q4 | $204K | Buy |
+10,600
| New | +$204K | 0.03% | 233 |
|