Private Ocean’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-564
| Closed | -$10K | – | 624 |
|
|
2021
Q1 | $10K | Sell |
564
-1
| -0.2% | -$18 | ﹤0.01% | 442 |
|
|
2020
Q4 | $9K | Buy |
565
+1
| +0.2% | +$16 | ﹤0.01% | 393 |
|
|
2020
Q3 | $6K | Hold |
564
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $6K | Hold |
564
| – | – | ﹤0.01% | 398 |
|
|
2020
Q1 | $6K | Buy |
+564
| New | +$6K | ﹤0.01% | 432 |
|
|
2015
Q1 | – | Sell |
-31
| Closed | -$1K | – | 199 |
|
|
2014
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 191 |
|
|
2014
Q3 | $1K | Sell |
31
-26
| -46% | -$839 | ﹤0.01% | 209 |
|
|
2014
Q2 | $1K | Buy |
+57
| New | +$1K | ﹤0.01% | 207 |
|