Creative Financial Designs’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86
| Closed | -$1.54K | – | 1450 |
|
|
2022
Q4 | $1.54K | Hold |
86
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 1270 |
|
|
2022
Q2 | $1K | Hold |
86
| – | – | ﹤0.01% | 1226 |
|
|
2022
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 1188 |
|
|
2021
Q4 | $2K | Hold |
86
| – | – | ﹤0.01% | 1148 |
|
|
2021
Q3 | $2K | Hold |
86
| – | – | ﹤0.01% | 1338 |
|
|
2021
Q2 | $2K | Hold |
86
| – | – | ﹤0.01% | 1357 |
|
|
2021
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 1242 |
|
|
2020
Q4 | $1K | Hold |
86
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q3 | $1K | Hold |
86
| – | – | ﹤0.01% | 1190 |
|
|
2020
Q2 | $1K | Buy |
+86
| New | +$1K | ﹤0.01% | 1138 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 660 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$2K | – | 665 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 519 |
|
|
2018
Q4 | $2K | Sell |
100
-86
| -46% | -$1.72K | ﹤0.01% | 537 |
|
|
2018
Q3 | $4K | Hold |
186
| – | – | ﹤0.01% | 580 |
|
|
2018
Q2 | $4K | Hold |
186
| – | – | ﹤0.01% | 598 |
|
|
2018
Q1 | $4K | Hold |
186
| – | – | ﹤0.01% | 541 |
|
|
2017
Q4 | $4K | Hold |
186
| – | – | ﹤0.01% | 546 |
|
|
2017
Q3 | $4K | Sell |
186
-223
| -55% | -$4.8K | ﹤0.01% | 565 |
|
|
2017
Q2 | $8K | Hold |
409
| – | – | 0.01% | 456 |
|
|
2017
Q1 | $7K | Hold |
409
| – | – | 0.01% | 448 |
|
|
2016
Q4 | $8K | Buy |
+409
| New | +$8K | 0.01% | 428 |
|