Hartford Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-700
| Closed | -$12K | – | 371 |
|
|
2019
Q4 | $12K | Hold |
700
| – | – | ﹤0.01% | 283 |
|
|
2019
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 286 |
|
|
2019
Q2 | $12K | Hold |
700
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 293 |
|
|
2018
Q4 | $11K | Buy |
700
+200
| +40% | +$3.14K | ﹤0.01% | 303 |
|
|
2018
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 324 |
|
|
2018
Q1 | $10K | Hold |
500
| – | – | 0.01% | 266 |
|
|
2017
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 272 |
|
|
2017
Q3 | $9K | Hold |
500
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 294 |
|
|
2017
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 280 |
|
|
2016
Q4 | $9K | Hold |
500
| – | – | 0.01% | 250 |
|
|
2016
Q3 | $7K | Hold |
500
| – | – | ﹤0.01% | 261 |
|
|
2016
Q2 | $7K | Hold |
500
| – | – | ﹤0.01% | 241 |
|
|
2016
Q1 | $7K | Hold |
500
| – | – | ﹤0.01% | 234 |
|
|
2015
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 229 |
|
|
2015
Q3 | $8K | Hold |
500
| – | – | 0.01% | 208 |
|
|
2015
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 224 |
|
|
2015
Q1 | – | Sell |
-500
| Closed | -$8K | – | 229 |
|
|
2014
Q4 | $8K | Hold |
500
| – | – | ﹤0.01% | 204 |
|
|
2014
Q3 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 225 |
|