Creative Planning’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,469
| Closed | -$281K | – | 2504 |
|
|
2022
Q3 | $281K | Buy |
+16,469
| New | +$281K | ﹤0.01% | 1680 |
|
|
2017
Q3 | – | Sell |
-4,278
| Closed | -$79K | – | 3859 |
|
|
2017
Q2 | $79K | Sell |
4,278
-581
| -12% | -$10.7K | ﹤0.01% | 2148 |
|
|
2017
Q1 | $86K | Buy |
4,859
+115
| +2% | +$2.04K | ﹤0.01% | 2044 |
|
|
2016
Q4 | $89K | Sell |
4,744
-4,865
| -51% | -$91.3K | ﹤0.01% | 1934 |
|
|
2016
Q3 | $145K | Buy |
9,609
+1,291
| +16% | +$19.5K | ﹤0.01% | 1593 |
|
|
2016
Q2 | $129K | Buy |
8,318
+1,200
| +17% | +$18.6K | ﹤0.01% | 1504 |
|
|
2016
Q1 | $113K | Buy |
7,118
+600
| +9% | +$9.53K | ﹤0.01% | 1548 |
|
|
2015
Q4 | $104K | Buy |
6,518
+346
| +6% | +$5.52K | ﹤0.01% | 1593 |
|
|
2015
Q3 | $101K | Buy |
+6,172
| New | +$101K | ﹤0.01% | 1586 |
|
|
2015
Q2 | – | Sell |
-6,418
| Closed | -$110K | – | 3114 |
|
|
2015
Q1 | $110K | Buy |
6,418
+1,011
| +19% | +$17.3K | ﹤0.01% | 1518 |
|
|
2014
Q4 | $92K | Buy |
5,407
+4,291
| +384% | +$73K | ﹤0.01% | 1581 |
|
|
2014
Q3 | $18K | Sell |
1,116
-400
| -26% | -$6.45K | ﹤0.01% | 2584 |
|
|
2014
Q2 | $27K | Buy |
+1,516
| New | +$27K | ﹤0.01% | 2284 |
|