Hantz Financial 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 |
-504
| Closed | -$9K | – | 1237 |
|
|
2022
Q4 | $9K | Hold |
504
| – | – | ﹤0.01% | 771 |
|
|
2022
Q3 | $9K | Sell |
504
-204
| -29% | -$3.64K | ﹤0.01% | 764 |
|
|
2022
Q2 | $12K | Sell |
708
-137
| -16% | -$2.32K | ﹤0.01% | 722 |
|
|
2022
Q1 | $16K | Hold |
845
| – | – | ﹤0.01% | 721 |
|
|
2021
Q4 | $16K | Sell |
845
-568
| -40% | -$10.8K | ﹤0.01% | 645 |
|
|
2021
Q3 | $29K | Hold |
1,413
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $26K | Sell |
1,413
-48,094
| -97% | -$885K | ﹤0.01% | 596 |
|
|
2021
Q1 | $869K | Buy |
49,507
+9,135
| +23% | +$160K | 0.04% | 301 |
|
|
2020
Q4 | $611K | Buy |
40,372
+1,683
| +4% | +$25.5K | 0.03% | 324 |
|
|
2020
Q3 | $411K | Buy |
38,689
+3,211
| +9% | +$34.1K | 0.02% | 326 |
|
|
2020
Q2 | $377K | Buy |
35,478
+3,272
| +10% | +$34.8K | 0.02% | 318 |
|
|
2020
Q1 | $351K | Buy |
+32,206
| New | +$351K | 0.02% | 306 |
|