Dimensional Fund Advisors’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 |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $110M | Buy |
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|
2022
Q2 | $107M | Sell |
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|
2022
Q1 | $121M | Sell |
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|
2021
Q4 | $140M | Sell |
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|
2021
Q3 | $160M | Sell |
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|
2021
Q2 | $155M | Sell |
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|
2021
Q1 | $165M | Sell |
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|
2020
Q4 | $157M | Sell |
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|
2020
Q3 | $117M | Sell |
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|
2020
Q2 | $121M | Buy |
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|
2020
Q1 | $115M | Buy |
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|
2019
Q4 | $176M | Buy |
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|
2019
Q3 | $159M | Buy |
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|
2019
Q2 | $154M | Buy |
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|
2019
Q1 | $132M | Buy |
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|
2018
Q4 | $102M | Buy |
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|
2018
Q3 | $125M | Sell |
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|
2018
Q2 | $136M | Sell |
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|
2018
Q1 | $141M | Sell |
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|
2017
Q4 | $141M | Sell |
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|
2017
Q3 | $143M | Sell |
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|
2017
Q2 | $142M | Sell |
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|
2017
Q1 | $151M | Sell |
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|
2016
Q4 | $171M | Sell |
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|
2016
Q3 | $139M | Sell |
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|
2016
Q2 | $145M | Buy |
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|
2016
Q1 | $145M | Buy |
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|
2015
Q4 | $140M | Sell |
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|
2015
Q3 | $144M | Sell |
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|
2015
Q2 | $159M | Buy |
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|
2015
Q1 | $145M | Buy |
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|
2014
Q4 | $139M | Sell |
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|
2014
Q3 | $136M | Sell |
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|
2014
Q2 | $157M | Sell |
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|
2014
Q1 | $168M | Sell |
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|
2013
Q4 | $175M | Buy |
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|
2013
Q3 | $148M | Buy |
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|
2013
Q2 | $132M | Buy |
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