IFP Advisors’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 |
-595
| Closed | -$11K | – | 4628 |
|
|
2022
Q4 | $11K | Sell |
595
-145
| -20% | -$2.68K | ﹤0.01% | 3351 |
|
|
2022
Q3 | $15K | Buy |
740
+79
| +12% | +$1.6K | ﹤0.01% | 3363 |
|
|
2022
Q2 | $13K | Hold |
661
| – | – | ﹤0.01% | 3233 |
|
|
2022
Q1 | $13K | Buy |
+661
| New | +$13K | ﹤0.01% | 3233 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4892 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4703 |
|
|
2021
Q1 | – | Sell |
-138
| Closed | -$2K | – | 4553 |
|
|
2020
Q4 | $2K | Sell |
138
-8
| -5% | -$116 | ﹤0.01% | 2659 |
|
|
2020
Q3 | $2K | Hold |
146
| – | – | ﹤0.01% | 2520 |
|
|
2020
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q1 | $2K | Buy |
146
+73
| +100% | +$1K | ﹤0.01% | 2385 |
|
|
2019
Q4 | $1K | Hold |
73
| – | – | ﹤0.01% | 2745 |
|
|
2019
Q3 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 2955 |
|
|
2019
Q1 | – | Sell |
-331
| Closed | -$5K | – | 3599 |
|
|
2018
Q4 | $5K | Sell |
331
-17
| -5% | -$257 | ﹤0.01% | 2839 |
|
|
2018
Q3 | $7K | Buy |
348
+18
| +5% | +$362 | ﹤0.01% | 3050 |
|
|
2018
Q2 | $7K | Buy |
330
+154
| +88% | +$3.27K | ﹤0.01% | 3078 |
|
|
2018
Q1 | $4K | Hold |
176
| – | – | ﹤0.01% | 3307 |
|
|
2017
Q4 | $4K | Sell |
176
-571
| -76% | -$13K | ﹤0.01% | 3306 |
|
|
2017
Q3 | $15K | Sell |
747
-48
| -6% | -$964 | ﹤0.01% | 2769 |
|
|
2017
Q2 | $15K | Buy |
795
+577
| +265% | +$10.9K | ﹤0.01% | 2745 |
|
|
2017
Q1 | $4K | Buy |
218
+9
| +4% | +$165 | ﹤0.01% | 3421 |
|
|
2016
Q4 | $4K | Buy |
209
+42
| +25% | +$804 | ﹤0.01% | 3412 |
|
|
2016
Q3 | $3K | Hold |
167
| – | – | ﹤0.01% | 3480 |
|
|
2016
Q2 | $3K | Buy |
+167
| New | +$3K | ﹤0.01% | 3379 |
|
|
2016
Q1 | – | Sell |
-171
| Closed | -$3K | – | 3630 |
|
|
2015
Q4 | $3K | Buy |
+171
| New | +$3K | ﹤0.01% | 3226 |
|