Cetera Advisor Networks’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,976
| Closed | -$85K | – | 3230 |
|
|
2020
Q2 | $85K | Buy |
+7,976
| New | +$85K | ﹤0.01% | 1611 |
|
|
2018
Q1 | – | Sell |
-30,317
| Closed | -$631K | – | 1005 |
|
|
2017
Q4 | $631K | Buy |
30,317
+3,050
| +11% | +$63.5K | 0.03% | 493 |
|
|
2017
Q3 | $532K | Buy |
27,267
+939
| +4% | +$18.3K | 0.02% | 509 |
|
|
2017
Q2 | $483K | Sell |
26,328
-623
| -2% | -$11.4K | 0.02% | 524 |
|
|
2017
Q1 | $478K | Buy |
26,951
+350
| +1% | +$6.21K | 0.02% | 512 |
|
|
2016
Q4 | $500K | Sell |
26,601
-24,890
| -48% | -$468K | 0.03% | 484 |
|
|
2016
Q3 | $775K | Buy |
51,491
+25,390
| +97% | +$382K | 0.03% | 445 |
|
|
2016
Q2 | $404K | Hold |
26,101
| – | – | 0.02% | 518 |
|
|
2016
Q1 | $414K | Buy |
26,101
+10,393
| +66% | +$165K | 0.03% | 503 |
|
|
2015
Q4 | $249K | Hold |
15,708
| – | – | 0.02% | 672 |
|
|
2015
Q3 | $256K | Sell |
15,708
-4,300
| -21% | -$70.1K | 0.02% | 643 |
|
|
2015
Q2 | $344K | Hold |
20,008
| – | – | 0.02% | 579 |
|
|
2015
Q1 | $344K | Buy |
20,008
+9,780
| +96% | +$168K | 0.02% | 583 |
|
|
2014
Q4 | $174K | Sell |
10,228
-248
| -2% | -$4.22K | 0.01% | 763 |
|
|
2014
Q3 | $173K | Buy |
10,476
+400
| +4% | +$6.61K | 0.01% | 763 |
|
|
2014
Q2 | $181K | Buy |
+10,076
| New | +$181K | 0.01% | 752 |
|