Enterprise Financial Services Corp (EFSC)’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
Q3 | – | Sell |
-3,544
| Closed | -$65K | – | 1293 |
|
|
2021
Q2 | $65K | Sell |
3,544
-80
| -2% | -$1.47K | 0.01% | 340 |
|
|
2021
Q1 | $64K | Hold |
3,624
| – | – | 0.01% | 361 |
|
|
2020
Q4 | $55K | Buy |
3,624
+333
| +10% | +$5.05K | 0.01% | 369 |
|
|
2020
Q3 | $35K | Buy |
3,291
+3,001
| +1,035% | +$31.9K | 0.01% | 448 |
|
|
2020
Q2 | $3K | Sell |
290
-90
| -24% | -$931 | ﹤0.01% | 1012 |
|
|
2020
Q1 | $4K | Buy |
380
+313
| +467% | +$3.3K | ﹤0.01% | 866 |
|
|
2019
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q2 | $1K | Hold |
67
| – | – | ﹤0.01% | 1150 |
|
|
2019
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 961 |
|
|
2018
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 1016 |
|
|
2018
Q2 | $2K | Hold |
67
| – | – | ﹤0.01% | 885 |
|
|
2018
Q1 | $1K | Hold |
67
| – | – | ﹤0.01% | 931 |
|
|
2017
Q4 | $1K | Hold |
67
| – | – | ﹤0.01% | 894 |
|
|
2017
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 907 |
|
|
2017
Q2 | $1K | Sell |
67
-761
| -92% | -$11.4K | ﹤0.01% | 916 |
|
|
2017
Q1 | $15K | Hold |
828
| – | – | 0.01% | 540 |
|
|
2016
Q4 | $16K | Buy |
+828
| New | +$16K | 0.01% | 497 |
|
|
2014
Q4 | – | Sell |
-76
| Closed | -$1K | – | 1356 |
|
|
2014
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 1204 |
|
|
2014
Q2 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1216 |
|