Morgan Dempsey Capital Management’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
Q4 | – | Sell |
-505
| Closed | -$5K | – | 151 |
|
|
2020
Q3 | $5K | Sell |
505
-148
| -23% | -$1.47K | ﹤0.01% | 139 |
|
|
2020
Q2 | $7K | Sell |
653
-75
| -10% | -$804 | ﹤0.01% | 149 |
|
|
2020
Q1 | $8K | Hold |
728
| – | – | ﹤0.01% | 146 |
|
|
2019
Q4 | $13K | Hold |
728
| – | – | 0.01% | 149 |
|
|
2019
Q3 | $12K | Hold |
728
| – | – | ﹤0.01% | 148 |
|
|
2019
Q2 | $12K | Hold |
728
| – | – | ﹤0.01% | 148 |
|
|
2019
Q1 | $12K | Hold |
728
| – | – | ﹤0.01% | 154 |
|
|
2018
Q4 | $12K | Sell |
728
-22
| -3% | -$363 | 0.01% | 159 |
|
|
2018
Q3 | $16K | Buy |
+750
| New | +$16K | 0.01% | 148 |
|