Geneos Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27
| Closed | – | – | 2852 |
|
|
2022
Q1 | $0 | Sell |
27
-350
| -93% | – | ﹤0.01% | 3049 |
|
|
2021
Q4 | $7K | Sell |
377
-781
| -67% | -$14.5K | ﹤0.01% | 2324 |
|
|
2021
Q3 | $23K | Buy |
1,158
+781
| +207% | +$15.5K | ﹤0.01% | 1864 |
|
|
2021
Q2 | $7K | Sell |
377
-200
| -35% | -$3.71K | ﹤0.01% | 2357 |
|
|
2021
Q1 | $10K | Hold |
577
| – | – | ﹤0.01% | 2400 |
|
|
2020
Q4 | $6K | Buy |
+577
| New | +$6K | ﹤0.01% | 2439 |
|
|
2019
Q4 | – | Sell |
-1,619
| Closed | -$26K | – | 2603 |
|
|
2019
Q3 | $26K | Sell |
1,619
-591
| -27% | -$9.49K | ﹤0.01% | 1498 |
|
|
2019
Q2 | $36K | Buy |
+2,210
| New | +$36K | ﹤0.01% | 1358 |
|
|
2017
Q1 | – | Sell |
-121
| Closed | -$2K | – | 2162 |
|
|
2016
Q4 | $2K | Sell |
121
-472
| -80% | -$7.8K | ﹤0.01% | 1911 |
|
|
2016
Q3 | $8K | Sell |
593
-992
| -63% | -$13.4K | ﹤0.01% | 1461 |
|
|
2016
Q2 | $24K | Sell |
1,585
-130
| -8% | -$1.97K | ﹤0.01% | 1063 |
|
|
2016
Q1 | $27K | Buy |
+1,715
| New | +$27K | ﹤0.01% | 1003 |
|