Patriot Financial Group Insurance Agency’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
Q3 | – | Sell |
-1,380
| Closed | -$23K | – | 2096 |
|
|
2022
Q2 | $23K | Sell |
1,380
-3,102
| -69% | -$51.7K | ﹤0.01% | 963 |
|
|
2022
Q1 | $85K | Buy |
4,482
+28
| +0.6% | +$531 | 0.02% | 627 |
|
|
2021
Q4 | $86K | Buy |
4,454
+631
| +17% | +$12.2K | 0.01% | 692 |
|
|
2021
Q3 | $77K | Sell |
3,823
-125
| -3% | -$2.52K | 0.01% | 731 |
|
|
2021
Q2 | $73K | Buy |
3,948
+32
| +0.8% | +$592 | 0.01% | 718 |
|
|
2021
Q1 | $69K | Buy |
3,916
+735
| +23% | +$13K | 0.02% | 668 |
|
|
2020
Q4 | $48K | Buy |
+3,181
| New | +$48K | 0.01% | 702 |
|