San Francisco Sentry Investment Group’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-67
| Closed | -$1K | – | 902 |
|
|
2020
Q1 | $1K | Buy |
+67
| New | +$1K | ﹤0.01% | 853 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$64K | – | 909 |
|
|
2018
Q1 | $64K | Hold |
3,000
| – | – | 0.02% | 422 |
|
|
2017
Q4 | $62K | Hold |
3,000
| – | – | 0.02% | 418 |
|
|
2017
Q3 | $59K | Hold |
3,000
| – | – | 0.02% | 405 |
|
|
2017
Q2 | $55K | Buy |
+3,000
| New | +$55K | 0.02% | 350 |
|
|
2014
Q4 | – | Sell |
-4,149
| Closed | -$68K | – | 481 |
|
|
2014
Q3 | $68K | Buy |
4,149
+2,480
| +149% | +$40.6K | 0.03% | 269 |
|
|
2014
Q2 | $30K | Hold |
1,669
| – | – | 0.01% | 372 |
|
|
2014
Q1 | $31K | Hold |
1,669
| – | – | 0.01% | 409 |
|
|
2013
Q4 | $32K | Hold |
1,669
| – | – | 0.01% | 384 |
|
|
2013
Q3 | $27K | Hold |
1,669
| – | – | 0.01% | 384 |
|
|
2013
Q2 | $25K | Buy |
+1,669
| New | +$25K | 0.01% | 393 |
|