Mercer Capital Advisers’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-634
| Closed | -$6K | – | 182 |
|
|
2020
Q1 | $6K | Hold |
634
| – | – | ﹤0.01% | 179 |
|
|
2019
Q4 | $11K | Hold |
634
| – | – | 0.01% | 191 |
|
|
2019
Q3 | $10K | Hold |
634
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $11K | Hold |
634
| – | – | 0.01% | 197 |
|
|
2019
Q1 | $10K | Hold |
634
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $10K | Hold |
634
| – | – | 0.01% | 205 |
|
|
2018
Q3 | $13K | Hold |
634
| – | – | 0.01% | 202 |
|
|
2018
Q2 | $14K | Hold |
634
| – | – | 0.01% | 210 |
|
|
2018
Q1 | $14K | Hold |
634
| – | – | 0.01% | 203 |
|
|
2017
Q4 | $13K | Hold |
634
| – | – | 0.01% | 204 |
|
|
2017
Q3 | $12K | Hold |
634
| – | – | 0.01% | 210 |
|
|
2017
Q2 | $12K | Hold |
634
| – | – | 0.01% | 218 |
|
|
2017
Q1 | $11K | Hold |
634
| – | – | 0.01% | 224 |
|
|
2016
Q4 | $12K | Hold |
634
| – | – | 0.01% | 225 |
|
|
2016
Q3 | $10K | Hold |
634
| – | – | 0.01% | 241 |
|
|
2016
Q2 | $10K | Hold |
634
| – | – | 0.01% | 239 |
|
|
2016
Q1 | $10K | Hold |
634
| – | – | 0.01% | 235 |
|
|
2015
Q4 | $10K | Hold |
634
| – | – | 0.01% | 243 |
|
|
2015
Q3 | $10K | Hold |
634
| – | – | 0.01% | 238 |
|
|
2015
Q2 | $11K | Hold |
634
| – | – | 0.01% | 250 |
|
|
2015
Q1 | $11K | Hold |
634
| – | – | 0.01% | 249 |
|
|
2014
Q4 | $11K | Buy |
+634
| New | +$11K | 0.01% | 248 |
|