Harbor Investment Advisory’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 |
-1,918
| Closed | -$34.2K | – | 1382 |
|
|
2022
Q4 | $34.2K | Sell |
1,918
-666
| -26% | -$11.9K | 0.01% | 782 |
|
|
2022
Q3 | $44K | Hold |
2,584
| – | – | 0.01% | 731 |
|
|
2022
Q2 | $43K | Hold |
2,584
| – | – | 0.01% | 744 |
|
|
2022
Q1 | $49K | Hold |
2,584
| – | – | 0.01% | 761 |
|
|
2021
Q4 | $50K | Hold |
2,584
| – | – | 0.01% | 751 |
|
|
2021
Q3 | $52K | Hold |
2,584
| – | – | 0.01% | 732 |
|
|
2021
Q2 | $48K | Hold |
2,584
| – | – | 0.01% | 716 |
|
|
2021
Q1 | $45K | Hold |
2,584
| – | – | 0.01% | 701 |
|
|
2020
Q4 | $39K | Buy |
2,584
+795
| +44% | +$12K | 0.01% | 689 |
|
|
2020
Q3 | $19K | Buy |
1,789
+902
| +102% | +$9.58K | ﹤0.01% | 750 |
|
|
2020
Q2 | $9K | Hold |
887
| – | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $10K | Buy |
+887
| New | +$10K | ﹤0.01% | 747 |
|