Creative Financial Designs’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-86
| Closed | -$1.53K | – | 1447 |
|
|
2022
Q4 | $1.53K | 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 | +$963 | ﹤0.01% | 1138 |
|
|
2019
Q4 | – | Sell |
-100
| Closed | -$1.66K | – | 655 |
|
|
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% | -$1.62K | ﹤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% | -$4.06K | ﹤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 | +$6.96K | 0.01% | 428 |
|
Other funds holding UMPQ
Creative Financial Designs's UMPQ Position: Q1 2023 in Review
Creative Financial Designs sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 86 shares — an estimated $1.53K sold.
Creative Financial Designs first reported a position in UMPQ in Q4 2016 and held it in 23 quarters. The position peaked at $8K in Q2 2017. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.
- Creative Financial Designs reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
- Creative Financial Designs sold 86 Umpqua Holdings Corp shares in Q1 2023, an estimated $1.53K.
- Creative Financial Designs first reported a position in Umpqua Holdings Corp in Q4 2016 and held it in 23 quarters.
- Creative Financial Designs's Umpqua Holdings Corp position peaked at $8K in Q2 2017.
- 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.
Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.