Franklin Resources’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-26,650
| Closed | -$476K | – | 2420 |
|
|
2022
Q4 | $476K | Buy |
26,650
+50
| +0.2% | +$893 | ﹤0.01% | 1707 |
|
|
2022
Q3 | $455K | Buy |
26,600
+209
| +0.8% | +$3.58K | ﹤0.01% | 1711 |
|
|
2022
Q2 | $442K | Sell |
26,391
-8,603
| -25% | -$144K | ﹤0.01% | 1739 |
|
|
2022
Q1 | $660K | Buy |
34,994
+246
| +0.7% | +$4.64K | ﹤0.01% | 1744 |
|
|
2021
Q4 | $669K | Sell |
34,748
-1,468
| -4% | -$28.3K | ﹤0.01% | 1799 |
|
|
2021
Q3 | $733K | Buy |
+36,216
| New | +$733K | ﹤0.01% | 1740 |
|