Orion Portfolio Solutions’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
Q3
Sell
-1,162
Closed -$12K 2225
2020
Q2
$12K Buy
1,162
+266
+30% +$2.75K ﹤0.01% 1150
2020
Q1
$10K Sell
896
-33
-4% -$368 ﹤0.01% 1081
2019
Q4
$16K Buy
+929
New +$16K ﹤0.01% 851