Ladenburg Thalmann Financial Services’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 | $993K | Sell |
56,068
-4,895
| -8% | -$86.7K | 0.01% | 1289 |
|
|
2019
Q3 | $1M | Sell |
60,963
-3,679
| -6% | -$60.5K | 0.01% | 1246 |
|
|
2019
Q2 | $1.08M | Buy |
64,642
+10,191
| +19% | +$170K | 0.01% | 1177 |
|
|
2019
Q1 | $911K | Buy |
54,451
+12,330
| +29% | +$206K | 0.01% | 1248 |
|
|
2018
Q4 | $672K | Buy |
42,121
+845
| +2% | +$13.5K | 0.01% | 1322 |
|
|
2018
Q3 | $857K | Buy |
41,276
+5,496
| +15% | +$114K | 0.01% | 1226 |
|
|
2018
Q2 | $764K | Hold |
35,780
| – | – | 0.01% | 1234 |
|
|
2018
Q1 | $764K | Buy |
35,780
+6,583
| +23% | +$141K | 0.01% | 1234 |
|
|
2017
Q4 | $608K | Buy |
29,197
+3,001
| +11% | +$62.5K | 0.01% | 1403 |
|
|
2017
Q3 | $512K | Buy |
26,196
+318
| +1% | +$6.22K | 0.01% | 1453 |
|
|
2017
Q2 | $475K | Sell |
25,878
-1,923
| -7% | -$35.3K | 0.01% | 1417 |
|
|
2017
Q1 | $493K | Sell |
27,801
-202
| -0.7% | -$3.58K | 0.01% | 1327 |
|
|
2016
Q4 | $507K | Sell |
28,003
-8,144
| -23% | -$147K | 0.01% | 1242 |
|
|
2016
Q3 | $543K | Buy |
36,147
+2,946
| +9% | +$44.3K | 0.01% | 1147 |
|
|
2016
Q2 | $513K | Buy |
33,201
+471
| +1% | +$7.28K | 0.01% | 1122 |
|
|
2016
Q1 | $519K | Sell |
32,730
-2,205
| -6% | -$35K | 0.01% | 1034 |
|
|
2015
Q4 | $555K | Buy |
34,935
+5,364
| +18% | +$85.2K | 0.01% | 967 |
|
|
2015
Q3 | $482K | Buy |
29,571
+1,522
| +5% | +$24.8K | 0.01% | 983 |
|
|
2015
Q2 | $504K | Buy |
28,049
+135
| +0.5% | +$2.43K | 0.01% | 1052 |
|
|
2015
Q1 | $480K | Buy |
27,914
+1,269
| +5% | +$21.8K | 0.01% | 1054 |
|
|
2014
Q4 | $453K | Buy |
26,645
+25,191
| +1,733% | +$428K | 0.01% | 976 |
|
|
2014
Q3 | $24K | Buy |
1,454
+758
| +109% | +$12.5K | ﹤0.01% | 2521 |
|
|
2014
Q2 | $12K | Buy |
+696
| New | +$12K | ﹤0.01% | 2992 |
|