Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-753
| Closed | -$15K | – | 1422 |
|
|
2021
Q3 | $15K | Hold |
753
| – | – | ﹤0.01% | 972 |
|
|
2021
Q2 | $14K | Hold |
753
| – | – | ﹤0.01% | 948 |
|
|
2021
Q1 | $13K | Hold |
753
| – | – | ﹤0.01% | 913 |
|
|
2020
Q4 | $11K | Hold |
753
| – | – | ﹤0.01% | 857 |
|
|
2020
Q3 | $8K | Hold |
753
| – | – | ﹤0.01% | 864 |
|
|
2020
Q2 | $8K | Hold |
753
| – | – | ﹤0.01% | 832 |
|
|
2020
Q1 | $8K | Hold |
753
| – | – | ﹤0.01% | 752 |
|
|
2019
Q4 | $13K | Hold |
753
| – | – | ﹤0.01% | 713 |
|
|
2019
Q3 | $12K | Hold |
753
| – | – | ﹤0.01% | 712 |
|
|
2019
Q2 | $12K | Hold |
753
| – | – | ﹤0.01% | 715 |
|
|
2019
Q1 | $12K | Hold |
753
| – | – | ﹤0.01% | 678 |
|
|
2018
Q4 | $12K | Hold |
753
| – | – | ﹤0.01% | 644 |
|
|
2018
Q3 | $16K | Hold |
753
| – | – | ﹤0.01% | 634 |
|
|
2018
Q2 | $17K | Hold |
753
| – | – | ﹤0.01% | 620 |
|
|
2018
Q1 | $16K | Hold |
753
| – | – | ﹤0.01% | 615 |
|
|
2017
Q4 | $16K | Hold |
753
| – | – | 0.01% | 593 |
|
|
2017
Q3 | $15K | Buy |
+753
| New | +$15K | 0.01% | 569 |
|