Pinnacle Financial Partners’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-726
| Closed | -$13K | – | 457 |
|
|
2017
Q2 | $13K | Buy |
+726
| New | +$13K | ﹤0.01% | 420 |
|
|
2015
Q2 | – | Sell |
-11,990
| Closed | -$206K | – | 242 |
|
|
2015
Q1 | $206K | Hold |
11,990
| – | – | 0.07% | 209 |
|
|
2014
Q4 | $204K | Hold |
11,990
| – | – | 0.07% | 200 |
|
|
2014
Q3 | $197K | Hold |
11,990
| – | – | 0.08% | 186 |
|
|
2014
Q2 | $215K | Sell |
11,990
-2,760
| -19% | -$49.5K | 0.09% | 176 |
|
|
2014
Q1 | $275K | Buy |
+14,750
| New | +$275K | 0.12% | 138 |
|