Piedmont Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16,634
| Closed | -$181K | – | 749 |
|
|
2020
Q1 | $181K | Buy |
16,634
+1
| +0% | +$11 | 0.01% | 746 |
|
|
2019
Q4 | $294K | Sell |
16,633
-3,094
| -16% | -$54.7K | 0.01% | 764 |
|
|
2019
Q3 | $325K | Sell |
19,727
-1,636
| -8% | -$27K | 0.01% | 709 |
|
|
2019
Q2 | $354K | Buy |
+21,363
| New | +$354K | 0.01% | 694 |
|
|
2018
Q3 | – | Sell |
-85
| Closed | -$2K | – | 2510 |
|
|
2018
Q2 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 2672 |
|