SeaCrest Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,626
| Closed | -$111K | – | 1624 |
|
|
2022
Q2 | $111K | Buy |
+6,626
| New | +$111K | 0.01% | 819 |
|
|
2019
Q2 | – | Sell |
-536
| Closed | -$9K | – | 2003 |
|
|
2019
Q1 | $9K | Buy |
536
+254
| +90% | +$4.27K | ﹤0.01% | 1576 |
|
|
2018
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 1788 |
|
|
2018
Q3 | $6K | Buy |
282
+2
| +0.7% | +$43 | ﹤0.01% | 1826 |
|
|
2018
Q2 | $6K | Buy |
280
+195
| +229% | +$4.18K | ﹤0.01% | 1789 |
|
|
2018
Q1 | $2K | Hold |
85
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q4 | $2K | Buy |
+85
| New | +$2K | ﹤0.01% | 2038 |
|