CIA
UMPQ
Cascade Investment Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$50.3K | – | 243 |
|
|
2022
Q2 | $50.3K | Hold |
3,000
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $56.6K | Buy |
+3,000
| New | +$56.6K | 0.03% | 158 |
|
|
2021
Q2 | – | Sell |
-4,415
| Closed | -$77.5K | – | 285 |
|
|
2021
Q1 | $77.5K | Hold |
4,415
| – | – | 0.05% | 138 |
|
|
2020
Q4 | $66.8K | Buy |
+4,415
| New | +$66.8K | 0.05% | 145 |
|
|
2020
Q2 | – | Sell |
-4,415
| Closed | -$4.81K | – | 261 |
|
|
2020
Q1 | $4.81K | Hold |
4,415
| – | – | 0.01% | 229 |
|
|
2019
Q4 | $78.1K | Hold |
4,415
| – | – | 0.06% | 132 |
|
|
2019
Q3 | $72.7K | Hold |
4,415
| – | – | 0.06% | 129 |
|
|
2019
Q2 | $73.2K | Hold |
4,415
| – | – | 0.06% | 125 |
|
|
2019
Q1 | $72.8K | Hold |
4,415
| – | – | 0.07% | 122 |
|
|
2018
Q4 | $70.2K | Hold |
4,415
| – | – | 0.07% | 119 |
|
|
2018
Q3 | $91.8K | Hold |
4,415
| – | – | 0.08% | 114 |
|
|
2018
Q2 | $99.7K | Hold |
4,415
| – | – | 0.09% | 111 |
|
|
2018
Q1 | $94.5K | Hold |
4,415
| – | – | 0.07% | 111 |
|
|
2017
Q4 | $91.8K | Hold |
4,415
| – | – | 0.07% | 112 |
|
|
2017
Q3 | $86.1K | Hold |
4,415
| – | – | 0.07% | 110 |
|
|
2017
Q2 | $81.1K | Sell |
4,415
-585
| -12% | -$10.7K | 0.07% | 111 |
|
|
2017
Q1 | $88.7K | Hold |
5,000
| – | – | 0.08% | 100 |
|
|
2016
Q4 | $93.9K | Buy |
+5,000
| New | +$93.9K | 0.08% | 98 |
|
|
2016
Q2 | $77.4K | Buy |
+5,000
| New | +$77.4K | 0.07% | 94 |
|