EFS
UMPQ
Essex Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,095
| Closed | -$430K | – | 511 |
|
|
2022
Q4 | $430K | Buy |
24,095
+1,755
| +8% | +$31.3K | 0.05% | 303 |
|
|
2022
Q3 | $382K | Buy |
22,340
+4,980
| +29% | +$85.2K | 0.05% | 298 |
|
|
2022
Q2 | $291K | Buy |
+17,360
| New | +$291K | 0.03% | 356 |
|
|
2022
Q1 | – | Sell |
-11,330
| Closed | -$218K | – | 532 |
|
|
2021
Q4 | $218K | Hold |
11,330
| – | – | 0.02% | 456 |
|
|
2021
Q3 | $229K | Buy |
11,330
+650
| +6% | +$13.1K | 0.03% | 411 |
|
|
2021
Q2 | $197K | Buy |
+10,680
| New | +$197K | 0.03% | 446 |
|
|
2021
Q1 | – | Sell |
-11,413
| Closed | -$173K | – | 369 |
|
|
2020
Q4 | $173K | Buy |
11,413
+758
| +7% | +$11.5K | 0.03% | 314 |
|
|
2020
Q3 | $113K | Buy |
+10,655
| New | +$113K | 0.03% | 278 |
|