Private Trust Company’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 |
-23
| Closed | – | – | 2389 |
|
|
2022
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 2309 |
|
|
2022
Q3 | $0 | Hold |
23
| – | – | ﹤0.01% | 2251 |
|
|
2022
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 2161 |
|
|
2014
Q4 | – | Sell |
-29
| Closed | – | – | 1281 |
|
|
2014
Q3 | $0 | Hold |
29
| – | – | ﹤0.01% | 2019 |
|
|
2014
Q2 | $1K | Sell |
29
-5
| -15% | -$172 | ﹤0.01% | 1836 |
|
|
2014
Q1 | $1K | Sell |
34
-75
| -69% | -$2.21K | ﹤0.01% | 1710 |
|
|
2013
Q4 | $2K | Hold |
109
| – | – | ﹤0.01% | 1523 |
|
|
2013
Q3 | $2K | Sell |
109
-55
| -34% | -$1.01K | ﹤0.01% | 1474 |
|
|
2013
Q2 | $2K | Buy |
+164
| New | +$2K | ﹤0.01% | 1407 |
|