Concourse Financial Group Securities’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10631 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 10911 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 10821 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 10668 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 10690 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 10819 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 10861 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 10939 |
|
|
2023
Q1 | – | Sell |
-64
| Closed | -$1.14K | – | 10559 |
|
|
2022
Q4 | $1.14K | Sell |
64
-20
| -24% | -$357 | ﹤0.01% | 2138 |
|
|
2022
Q3 | $1K | Buy |
84
+22
| +35% | +$262 | ﹤0.01% | 1961 |
|
|
2022
Q2 | $1K | Sell |
62
-10
| -14% | -$161 | ﹤0.01% | 2168 |
|
|
2022
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q4 | $1K | Sell |
72
-10
| -12% | -$139 | ﹤0.01% | 2348 |
|
|
2021
Q3 | $2K | Hold |
82
| – | – | ﹤0.01% | 2264 |
|
|
2021
Q2 | $2K | Hold |
82
| – | – | ﹤0.01% | 2241 |
|
|
2021
Q1 | $1K | Buy |
82
+11
| +15% | +$134 | ﹤0.01% | 2309 |
|
|
2020
Q4 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 2259 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 7020 |
|
|
2020
Q2 | – | Sell |
-108
| Closed | -$1K | – | 6813 |
|
|
2020
Q1 | $1K | Sell |
108
-4,685
| -98% | -$43.4K | ﹤0.01% | 2124 |
|
|
2019
Q4 | $86K | Buy |
4,793
+4,685
| +4,338% | +$84.1K | 0.01% | 759 |
|
|
2019
Q3 | $2K | Sell |
108
-2,880
| -96% | -$53.3K | ﹤0.01% | 1594 |
|
|
2019
Q2 | $50K | Buy |
2,988
+275
| +10% | +$4.6K | 0.01% | 866 |
|
|
2019
Q1 | $45K | Buy |
2,713
+1,333
| +97% | +$22.1K | ﹤0.01% | 923 |
|
|
2018
Q4 | $22K | Buy |
+1,380
| New | +$22K | ﹤0.01% | 1121 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6024 |
|