Johnson Financial Group Inc (Wisconsin)’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-170
| Closed | -$3K | – | 589 |
|
|
2019
Q3 | $3K | Buy |
+170
| New | +$3K | ﹤0.01% | 517 |
|
|
2015
Q4 | – | Sell |
-5,600
| Closed | -$91K | – | 821 |
|
|
2015
Q3 | $91K | Hold |
5,600
| – | – | 0.02% | 348 |
|
|
2015
Q2 | $101K | Hold |
5,600
| – | – | 0.02% | 366 |
|
|
2015
Q1 | $96K | Hold |
5,600
| – | – | 0.02% | 394 |
|
|
2014
Q4 | $95K | Hold |
5,600
| – | – | 0.02% | 374 |
|
|
2014
Q3 | $93K | Hold |
5,600
| – | – | 0.02% | 343 |
|
|
2014
Q2 | $100K | Buy |
5,600
+3,475
| +164% | +$62.1K | 0.03% | 350 |
|
|
2014
Q1 | $40K | Buy |
2,125
+325
| +18% | +$6.12K | 0.01% | 425 |
|
|
2013
Q4 | $34K | Sell |
1,800
-3,875
| -68% | -$73.2K | 0.01% | 443 |
|
|
2013
Q3 | $92K | Sell |
5,675
-3,075
| -35% | -$49.9K | 0.03% | 319 |
|
|
2013
Q2 | $131K | Buy |
+8,750
| New | +$131K | 0.04% | 276 |
|