Gray Financial Group’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $246K | Hold |
13,902
| – | – | 0.1% | 32 |
|
2016
Q3 | $197K | Sell |
13,902
-3,999
| -22% | -$56.7K | 0.08% | 56 |
|
2016
Q2 | $277K | Hold |
17,901
| – | – | 0.11% | 33 |
|
2016
Q1 | $284K | Hold |
17,901
| – | – | 0.11% | 29 |
|
2015
Q4 | $285K | Hold |
17,901
| – | – | 0.21% | 30 |
|
2015
Q3 | $292K | Hold |
17,901
| – | – | 0.12% | 24 |
|
2015
Q2 | $322K | Hold |
17,901
| – | – | 0.12% | 24 |
|
2015
Q1 | $308K | Buy |
+17,901
| New | +$308K | 0.11% | 25 |
|