Lindbrook Capital’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 |
-770
| Closed | -$13.7K | – | 2986 |
|
|
2022
Q4 | $13.7K | Buy |
770
+623
| +424% | +$11.1K | ﹤0.01% | 1271 |
|
|
2022
Q3 | $3K | Sell |
147
-58
| -28% | -$1.18K | ﹤0.01% | 1963 |
|
|
2022
Q2 | $3K | Buy |
205
+59
| +40% | +$863 | ﹤0.01% | 1881 |
|
|
2022
Q1 | $3K | Buy |
146
+31
| +27% | +$637 | ﹤0.01% | 1915 |
|
|
2021
Q4 | $2K | Hold |
115
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q3 | $2K | Buy |
115
+21
| +22% | +$365 | ﹤0.01% | 1651 |
|
|
2021
Q2 | $2K | Hold |
94
| – | – | ﹤0.01% | 1679 |
|
|
2021
Q1 | $2K | Hold |
94
| – | – | ﹤0.01% | 1635 |
|
|
2020
Q4 | $1K | Hold |
94
| – | – | ﹤0.01% | 1736 |
|
|
2020
Q3 | $1K | Sell |
94
-633
| -87% | -$6.73K | ﹤0.01% | 1698 |
|
|
2020
Q2 | $8K | Buy |
727
+453
| +165% | +$4.99K | ﹤0.01% | 932 |
|
|
2020
Q1 | $3K | Sell |
274
-109
| -28% | -$1.19K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $7K | Hold |
383
| – | – | ﹤0.01% | 1037 |
|
|
2019
Q3 | $6K | Hold |
383
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q2 | $6K | Hold |
383
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q1 | $6K | Hold |
383
| – | – | ﹤0.01% | 1050 |
|
|
2018
Q4 | $6K | Buy |
+383
| New | +$6K | ﹤0.01% | 989 |
|