Elkfork Partners’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $471K | Hold |
28,600
| – | – | 0.01% | 595 |
|
|
2019
Q2 | $475K | Sell |
28,600
-3,542
| -11% | -$58.8K | 0.01% | 593 |
|
|
2019
Q1 | $530K | Buy |
32,142
+1,562
| +5% | +$25.8K | 0.01% | 543 |
|
|
2018
Q4 | $486K | Sell |
30,580
-528
| -2% | -$8.39K | 0.01% | 526 |
|
|
2018
Q3 | $647K | Buy |
31,108
+9,372
| +43% | +$195K | 0.02% | 514 |
|
|
2018
Q2 | $491K | Hold |
21,736
| – | – | 0.01% | 534 |
|
|
2018
Q1 | $465K | Hold |
21,736
| – | – | 0.01% | 546 |
|
|
2017
Q4 | $452K | Buy |
21,736
+5,126
| +31% | +$107K | 0.01% | 567 |
|
|
2017
Q3 | $324K | Buy |
16,610
+1,452
| +10% | +$28.3K | 0.01% | 599 |
|
|
2017
Q2 | $278K | Buy |
15,158
+6,006
| +66% | +$110K | 0.01% | 612 |
|
|
2017
Q1 | $162K | Buy |
9,152
+1,958
| +27% | +$34.7K | 0.01% | 632 |
|
|
2016
Q4 | $135K | Buy |
+7,194
| New | +$135K | ﹤0.01% | 665 |
|