Glassman Wealth Services’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 |
-400
| Closed | -$7.14K | – | 2034 |
|
|
2022
Q4 | $7.14K | Hold |
400
| – | – | ﹤0.01% | 926 |
|
|
2022
Q3 | $7K | Hold |
400
| – | – | ﹤0.01% | 922 |
|
|
2022
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 931 |
|
|
2022
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 911 |
|
|
2021
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 881 |
|
|
2021
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 843 |
|
|
2021
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 853 |
|
|
2021
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 808 |
|
|
2020
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 846 |
|
|
2020
Q3 | $4K | Buy |
400
+355
| +789% | +$3.55K | ﹤0.01% | 865 |
|
|
2020
Q2 | $0 | Sell |
45
-3
| -6% | – | ﹤0.01% | 1622 |
|
|
2020
Q1 | $1K | Buy |
48
+43
| +860% | +$896 | ﹤0.01% | 1045 |
|
|
2019
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1574 |
|
|
2019
Q3 | – | Sell |
-5
| Closed | – | – | 1466 |
|
|
2019
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1456 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | – | – | 1032 |
|
|
2018
Q3 | $0 | Sell |
12
-24
| -67% | – | ﹤0.01% | 994 |
|
|
2018
Q2 | $1K | Buy |
36
+24
| +200% | +$667 | ﹤0.01% | 756 |
|
|
2018
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 963 |
|
|
2017
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 827 |
|