Montag & Associates’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,149
| Closed | -$22K | – | 866 |
|
|
2022
Q1 | $22K | Hold |
1,149
| – | – | ﹤0.01% | 662 |
|
|
2021
Q4 | $22K | Buy |
+1,149
| New | +$22K | ﹤0.01% | 666 |
|
|
2018
Q2 | – | Sell |
-16,450
| Closed | -$352K | – | 292 |
|
|
2018
Q1 | $352K | Sell |
16,450
-3,149
| -16% | -$67.4K | 0.04% | 233 |
|
|
2017
Q4 | $408K | Buy |
+19,599
| New | +$408K | 0.04% | 223 |
|