Congress Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-40,430
| Closed | -$841K | – | 379 |
|
|
2018
Q3 | $841K | Buy |
40,430
+4,270
| +12% | +$88.8K | 0.01% | 313 |
|
|
2018
Q2 | $817K | Sell |
36,160
-147,780
| -80% | -$3.34M | 0.01% | 308 |
|
|
2018
Q1 | $3.94M | Buy |
183,940
+3,420
| +2% | +$73.2K | 0.06% | 203 |
|
|
2017
Q4 | $3.76M | Sell |
180,520
-3,175
| -2% | -$66K | 0.05% | 200 |
|
|
2017
Q3 | $3.58M | Buy |
+183,695
| New | +$3.58M | 0.06% | 201 |
|