One Wealth Advisors’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 |
-6,468
| Closed | -$115K | – | 636 |
|
|
2022
Q4 | $115K | Buy |
+6,468
| New | +$115K | 0.03% | 269 |
|
|
2019
Q2 | – | Sell |
-3,822
| Closed | -$63K | – | 531 |
|
|
2019
Q1 | $63K | Buy |
+3,822
| New | +$63K | 0.05% | 219 |
|
|
2018
Q4 | – | Sell |
-4,247
| Closed | -$89K | – | 516 |
|
|
2018
Q3 | $89K | Hold |
4,247
| – | – | 0.07% | 205 |
|
|
2018
Q2 | $96K | Sell |
4,247
-15
| -0.4% | -$339 | 0.08% | 200 |
|
|
2018
Q1 | $92K | Sell |
4,262
-395
| -8% | -$8.53K | 0.08% | 181 |
|
|
2017
Q4 | $97K | Buy |
+4,657
| New | +$97K | 0.08% | 201 |
|