Pinnacle Holdings’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$17.9K | – | 278 |
|
|
2022
Q4 | $17.9K | Buy |
+1,000
| New | +$18.8K | 0.01% | 197 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$16.8K | – | 246 |
|
|
2022
Q2 | $16.8K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $18.9K | Hold |
1,000
| – | – | 0.01% | 218 |
|
|
2021
Q4 | $19.2K | Hold |
1,000
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $20.3K | Hold |
1,000
| – | – | 0.01% | 235 |
|
|
2021
Q2 | $18.4K | Hold |
1,000
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $17.6K | Hold |
1,000
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $15.1K | Hold |
1,000
| – | – | 0.01% | 204 |
|
|
2020
Q3 | $10.6K | Buy |
+1,000
| New | +$11K | 0.01% | 203 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$10.9K | – | 215 |
|
|
2020
Q1 | $10.9K | Hold |
1,000
| – | – | 0.01% | 182 |
|
|
2019
Q4 | $17.7K | Buy |
+1,000
| New | +$16.6K | 0.01% | 173 |
|
|
2019
Q2 | – | Sell |
-1,000
| Closed | -$16.5K | – | 200 |
|
|
2019
Q1 | $16.5K | Hold |
1,000
| – | – | 0.01% | 178 |
|
|
2018
Q4 | $15.9K | Hold |
1,000
| – | – | 0.01% | 183 |
|
|
2018
Q3 | $20.8K | Hold |
1,000
| – | – | 0.01% | 177 |
|
|
2018
Q2 | $22.6K | Hold |
1,000
| – | – | 0.01% | 180 |
|
|
2018
Q1 | $21.4K | Hold |
1,000
| – | – | 0.01% | 183 |
|
|
2017
Q4 | $20.8K | Hold |
1,000
| – | – | 0.01% | 191 |
|
|
2017
Q3 | $19.5K | Hold |
1,000
| – | – | 0.01% | 194 |
|
|
2017
Q2 | $18.4K | Sell |
1,000
-100
| -9% | -$1.77K | 0.01% | 182 |
|
|
2017
Q1 | $19.5K | Hold |
1,100
| – | – | 0.01% | 188 |
|
|
2016
Q4 | $20.7K | Hold |
1,100
| – | – | 0.01% | 189 |
|
|
2016
Q3 | $16.6K | Hold |
1,100
| – | – | 0.01% | 192 |
|
|
2016
Q2 | $17K | Hold |
1,100
| – | – | 0.01% | 189 |
|
|
2016
Q1 | $17.4K | Hold |
1,100
| – | – | 0.01% | 188 |
|
|
2015
Q4 | $17.5K | Hold |
1,100
| – | – | 0.01% | 191 |
|
|
2015
Q3 | $17.9K | Hold |
1,100
| – | – | 0.01% | 193 |
|
|
2015
Q2 | $19.8K | Hold |
1,100
| – | – | 0.01% | 199 |
|
|
2015
Q1 | $18.9K | Hold |
1,100
| – | – | 0.01% | 193 |
|
|
2014
Q4 | $18.7K | Hold |
1,100
| – | – | 0.01% | 184 |
|
|
2014
Q3 | $18.1K | Hold |
1,100
| – | – | ﹤0.01% | 184 |
|
|
2014
Q2 | $19.7K | Hold |
1,100
| – | – | ﹤0.01% | 177 |
|
|
2014
Q1 | $20.5K | Hold |
1,100
| – | – | 0.01% | 179 |
|
|
2013
Q4 | $21.1K | Hold |
1,100
| – | – | 0.01% | 174 |
|
|
2013
Q3 | $17.8K | Hold |
1,100
| – | – | 0.01% | 174 |
|
|
2013
Q2 | $16.5K | Buy |
+1,100
| New | +$14.5K | 0.01% | 178 |
|
Other funds holding UMPQ
Pinnacle Holdings's UMPQ Position: Q1 2023 in Review
Pinnacle Holdings sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 1,000 shares — an estimated $17.9K sold.
Pinnacle Holdings first reported a position in UMPQ in Q2 2013 and held it in 35 quarters. The position peaked at $22.6K in Q2 2018. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.
- Pinnacle Holdings reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
- Pinnacle Holdings sold 1,000 Umpqua Holdings Corp shares in Q1 2023, an estimated $17.9K.
- Pinnacle Holdings first reported a position in Umpqua Holdings Corp in Q2 2013 and held it in 35 quarters.
- Pinnacle Holdings's Umpqua Holdings Corp position peaked at $22.6K in Q2 2018.
- 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.
Based on Pinnacle Holdings's 13F filing for Q1 2023, filed 12 May 2023.