FAIM
UMPQ

Financial Advocates Investment Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Financial Advocates Investment Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,297
Closed -$218K – 546
2019
Q4 		$218K Hold
12,297
– – 0.02% 465
2019
Q3 		$202K Hold
12,297
– – 0.02% 458
2019
Q2 		$204K Sell
12,297
-9,388
-43% -$156K 0.02% 444
2019
Q1 		$358K Buy
+21,685
New +$358K 0.04% 334