KB Financial Partners’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 |
-171
| Closed | -$3K | – | 611 |
|
|
2022
Q4 | $3K | Sell |
171
-63
| -27% | -$1.11K | ﹤0.01% | 488 |
|
|
2022
Q3 | $4K | Hold |
234
| – | – | ﹤0.01% | 450 |
|
|
2022
Q2 | $4K | Sell |
234
-144
| -38% | -$2.46K | ﹤0.01% | 446 |
|
|
2022
Q1 | $7K | Hold |
378
| – | – | ﹤0.01% | 446 |
|
|
2021
Q4 | $7K | Buy |
+378
| New | +$7K | ﹤0.01% | 478 |
|
|
2021
Q3 | – | Sell |
-378
| Closed | -$7K | – | 597 |
|
|
2021
Q2 | $7K | Sell |
378
-77
| -17% | -$1.43K | ﹤0.01% | 447 |
|
|
2021
Q1 | $8K | Buy |
+455
| New | +$8K | ﹤0.01% | 468 |
|