CYG
UMPQ
Clean Yield Group’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-50,418
| Closed | -$900K | – | 497 |
|
|
2022
Q4 | $900K | Sell |
50,418
-5,000
| -9% | -$89.3K | 0.39% | 62 |
|
|
2022
Q3 | $947K | Sell |
55,418
-27,727
| -33% | -$474K | 0.44% | 55 |
|
|
2022
Q2 | $1.39M | Sell |
83,145
-64,909
| -44% | -$1.09M | 0.58% | 47 |
|
|
2022
Q1 | $2.79M | Sell |
148,054
-9,085
| -6% | -$171K | 0.99% | 34 |
|
|
2021
Q4 | $3.02M | Buy |
157,139
+495
| +0.3% | +$9.52K | 0.97% | 33 |
|
|
2021
Q3 | $3.17M | Sell |
156,644
-11,690
| -7% | -$237K | 1.04% | 29 |
|
|
2021
Q2 | $3.1M | Sell |
168,334
-2,100
| -1% | -$38.7K | 1.05% | 28 |
|
|
2021
Q1 | $2.99M | Sell |
170,434
-2,315
| -1% | -$40.6K | 1.13% | 29 |
|
|
2020
Q4 | $2.62M | Sell |
172,749
-39,043
| -18% | -$591K | 0.94% | 31 |
|
|
2020
Q3 | $2.25M | Buy |
211,792
+520
| +0.2% | +$5.52K | 0.91% | 30 |
|
|
2020
Q2 | $2.25M | Buy |
211,272
+39,015
| +23% | +$415K | 0.97% | 29 |
|
|
2020
Q1 | $1.88M | Buy |
172,257
+171,950
| +56,010% | +$1.87M | 0.89% | 31 |
|
|
2019
Q4 | $5K | Buy |
+307
| New | +$5K | ﹤0.01% | 324 |
|
|
2016
Q4 | – | Sell |
-1,901
| Closed | -$29K | – | 292 |
|
|
2016
Q3 | $29K | Buy |
+1,901
| New | +$29K | 0.01% | 231 |
|
|
2015
Q2 | – | Sell |
-1,515
| Closed | -$26K | – | 314 |
|
|
2015
Q1 | $26K | Buy |
+1,515
| New | +$26K | 0.01% | 237 |
|