Donoghue Forlines’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-58,387
| Closed | -$1.18M | – | 308 |
|
|
2021
Q3 | $1.18M | Buy |
+58,387
| New | +$1.18M | 0.23% | 94 |
|
|
2021
Q1 | – | Sell |
-13,665
| Closed | -$207K | – | 317 |
|
|
2020
Q4 | $207K | Buy |
+13,665
| New | +$207K | 0.04% | 232 |
|
|
2020
Q1 | – | Sell |
-26,548
| Closed | -$470K | – | 149 |
|
|
2019
Q4 | $470K | Sell |
26,548
-265,519
| -91% | -$4.7M | 0.07% | 145 |
|
|
2019
Q3 | $4.81M | Sell |
292,067
-133,575
| -31% | -$2.2M | 0.68% | 21 |
|
|
2019
Q2 | $7.06M | Buy |
+425,642
| New | +$7.06M | 0.83% | 21 |
|
|
2018
Q2 | – | Sell |
-25,350
| Closed | -$543K | – | 186 |
|
|
2018
Q1 | $543K | Buy |
+25,350
| New | +$543K | 0.05% | 129 |
|