Rothschild & Co Asset Management US’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
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2021
Q2 | $992K | Sell |
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2021
Q1 | $1.87M | Buy |
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2020
Q4 | $1.23M | Sell |
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2020
Q3 | $879K | Hold |
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2020
Q2 | $880K | Buy |
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2020
Q1 | $773K | Hold |
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2019
Q4 | $1.26M | Hold |
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2019
Q3 | $1.17M | Hold |
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2019
Q2 | $1.18M | Hold |
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2019
Q1 | $1.17M | Buy |
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2018
Q4 | $854K | Hold |
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2018
Q3 | $1.12M | Hold |
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2018
Q2 | $1.21M | Sell |
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2018
Q1 | $27.4M | Sell |
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2017
Q4 | $26.9M | Sell |
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2017
Q3 | $25.4M | Buy |
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2017
Q2 | $22.2M | Buy |
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2017
Q1 | $20.3M | Sell |
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2016
Q4 | $29.1M | Buy |
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2016
Q3 | $21.9M | Buy |
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2016
Q2 | $21.5M | Buy |
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2016
Q1 | $19.9M | Buy |
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2015
Q4 | $19.8M | Buy |
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2015
Q3 | $19.6M | Buy |
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2015
Q2 | $21.2M | Buy |
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2015
Q1 | $20.1M | Buy |
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2014
Q4 | $16.4M | Sell |
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2014
Q3 | $16.2M | Buy |
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2014
Q2 | $14M | Buy |
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