Disciplined Investments’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
-45
Closed -$803 1719
2022
Q4
$803 Buy
45
+1
+2% +$18 ﹤0.01% 994
2022
Q3
$1K Sell
44
-11
-20% -$250 ﹤0.01% 1178
2022
Q2
$1K Buy
55
+8
+17% +$145 ﹤0.01% 1205
2022
Q1
$1K Buy
+47
New +$1K ﹤0.01% 1289