Principle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,650
| Closed | -$297K | – | 329 |
|
|
2022
Q4 | $297K | Hold |
16,650
| – | – | 0.03% | 248 |
|
|
2022
Q3 | $285 | Hold |
16,650
| – | – | 0.03% | 237 |
|
|
2022
Q2 | $279K | Hold |
16,650
| – | – | 0.03% | 255 |
|
|
2022
Q1 | $314K | Sell |
16,650
-1,975
| -11% | -$37.2K | 0.03% | 256 |
|
|
2021
Q4 | $358K | Hold |
18,625
| – | – | 0.04% | 242 |
|
|
2021
Q3 | $377K | Hold |
18,625
| – | – | 0.04% | 230 |
|
|
2021
Q2 | $344K | Buy |
18,625
+7,090
| +61% | +$131K | 0.04% | 234 |
|
|
2021
Q1 | $202K | Buy |
+11,535
| New | +$202K | 0.02% | 282 |
|
|
2020
Q3 | – | Sell |
-13,640
| Closed | -$145K | – | 459 |
|
|
2020
Q2 | $145K | Buy |
+13,640
| New | +$145K | 0.04% | 175 |
|