IFP Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-595
| Closed | -$11K | – | 4624 |
|
|
2022
Q4 | $11K | Sell |
595
-145
| -20% | -$2.73K | ﹤0.01% | 3351 |
|
|
2022
Q3 | $15K | Buy |
740
+79
| +12% | +$1.4K | ﹤0.01% | 3362 |
|
|
2022
Q2 | $13K | Hold |
661
| – | – | ﹤0.01% | 3232 |
|
|
2022
Q1 | $13K | Buy |
+661
| New | +$13.5K | ﹤0.01% | 3232 |
|
|
2021
Q1 | – | Sell |
-138
| Closed | -$2.33K | – | 3287 |
|
|
2020
Q4 | $2K | Sell |
138
-8
| -5% | -$110 | ﹤0.01% | 2682 |
|
|
2020
Q3 | $2K | Hold |
146
| – | – | ﹤0.01% | 2542 |
|
|
2020
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 2447 |
|
|
2020
Q1 | $2K | Buy |
146
+73
| +100% | +$1.14K | ﹤0.01% | 2420 |
|
|
2019
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 2758 |
|
|
2019
Q3 | $1K | Buy |
+73
| New | +$1.2K | ﹤0.01% | 2970 |
|
|
2019
Q1 | – | Sell |
-331
| Closed | -$5K | – | 3634 |
|
|
2018
Q4 | $5K | Sell |
331
-17
| -5% | -$320 | ﹤0.01% | 2884 |
|
|
2018
Q3 | $7K | Buy |
348
+18
| +5% | +$393 | ﹤0.01% | 3086 |
|
|
2018
Q2 | $7K | Buy |
330
+154
| +88% | +$3.6K | ﹤0.01% | 3123 |
|
|
2018
Q1 | $4K | Hold |
176
| – | – | ﹤0.01% | 3307 |
|
|
2017
Q4 | $4K | Sell |
176
-571
| -76% | -$11.8K | ﹤0.01% | 3356 |
|
|
2017
Q3 | $15K | Sell |
747
-48
| -6% | -$875 | ﹤0.01% | 2805 |
|
|
2017
Q2 | $15K | Buy |
795
+577
| +265% | +$10.2K | ﹤0.01% | 2773 |
|
|
2017
Q1 | $4K | Buy |
218
+9
| +4% | +$165 | ﹤0.01% | 3456 |
|
|
2016
Q4 | $4K | Buy |
209
+42
| +25% | +$715 | ﹤0.01% | 3440 |
|
|
2016
Q3 | $3K | Hold |
167
| – | – | ﹤0.01% | 3497 |
|
|
2016
Q2 | $3K | Buy |
+167
| New | +$2.61K | ﹤0.01% | 3391 |
|
|
2016
Q1 | – | Sell |
-171
| Closed | -$3K | – | 3624 |
|
|
2015
Q4 | $3K | Buy |
+171
| New | +$2.89K | ﹤0.01% | 3242 |
|
Other funds holding UMPQ
IFP Advisors's UMPQ Position: Q1 2023 in Review
IFP Advisors sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 595 shares — an estimated $11K sold.
IFP Advisors first reported a position in UMPQ in Q4 2015 and held it in 22 quarters. The position peaked at $15K in Q3 2022. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.
- IFP Advisors reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
- IFP Advisors sold 595 Umpqua Holdings Corp shares in Q1 2023, an estimated $11K.
- IFP Advisors first reported a position in Umpqua Holdings Corp in Q4 2015 and held it in 22 quarters.
- IFP Advisors's Umpqua Holdings Corp position peaked at $15K in Q3 2022.
- 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.
Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.