SignatureFD’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
-3,140
Closed -$56K 3425
2022
Q4
$56K Buy
3,140
+370
+13% +$6.61K ﹤0.01% 1302
2022
Q3
$47K Buy
2,770
+776
+39% +$13.2K ﹤0.01% 1306
2022
Q2
$33K Sell
1,994
-890
-31% -$14.7K ﹤0.01% 1524
2022
Q1
$54K Buy
2,884
+217
+8% +$4.06K ﹤0.01% 1338
2021
Q4
$51K Sell
2,667
-961
-26% -$18.4K ﹤0.01% 1337
2021
Q3
$73K Buy
3,628
+1,897
+110% +$38.2K ﹤0.01% 1119
2021
Q2
$32K Buy
1,731
+487
+39% +$9K ﹤0.01% 1513
2021
Q1
$22K Sell
1,244
-335
-21% -$5.92K ﹤0.01% 1541
2020
Q4
$24K Buy
1,579
+598
+61% +$9.09K ﹤0.01% 1381
2020
Q3
$10K Buy
981
+466
+90% +$4.75K ﹤0.01% 1646
2020
Q2
$5K Buy
515
+328
+175% +$3.18K ﹤0.01% 1840
2020
Q1
$2K Sell
187
-43
-19% -$460 ﹤0.01% 2021
2019
Q4
$4K Sell
230
-1,146
-83% -$19.9K ﹤0.01% 1728
2019
Q3
$23K Buy
1,376
+342
+33% +$5.72K ﹤0.01% 1179
2019
Q2
$17K Buy
1,034
+302
+41% +$4.97K ﹤0.01% 1254
2019
Q1
$12K Sell
732
-183
-20% -$3K ﹤0.01% 1366
2018
Q4
$15K Sell
915
-801
-47% -$13.1K ﹤0.01% 1244
2018
Q3
$36K Hold
1,716
﹤0.01% 999
2018
Q2
$39K Buy
1,716
+27
+2% +$614 ﹤0.01% 948
2018
Q1
$36K Buy
+1,689
New +$36K ﹤0.01% 850
2016
Q4
Sell
-1,405
Closed -$21K 1334
2016
Q3
$21K Buy
1,405
+875
+165% +$13.1K ﹤0.01% 805
2016
Q2
$8K Buy
530
+405
+324% +$6.11K ﹤0.01% 986
2016
Q1
$2K Buy
+125
New +$2K ﹤0.01% 1199