SignatureFD’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,140
| Closed | -$56K | – | 3425 |
|
|
2022
Q4 | $56K | Buy |
3,140
+370
| +13% | +$6.97K | ﹤0.01% | 1303 |
|
|
2022
Q3 | $47K | Buy |
2,770
+776
| +39% | +$13.8K | ﹤0.01% | 1307 |
|
|
2022
Q2 | $33K | Sell |
1,994
-890
| -31% | -$15.4K | ﹤0.01% | 1527 |
|
|
2022
Q1 | $54K | Buy |
2,884
+217
| +8% | +$4.45K | ﹤0.01% | 1341 |
|
|
2021
Q4 | $51K | Sell |
2,667
-961
| -26% | -$19.4K | ﹤0.01% | 1339 |
|
|
2021
Q3 | $73K | Buy |
3,628
+1,897
| +110% | +$36.4K | ﹤0.01% | 1120 |
|
|
2021
Q2 | $32K | Buy |
1,731
+487
| +39% | +$9.06K | ﹤0.01% | 1516 |
|
|
2021
Q1 | $22K | Sell |
1,244
-335
| -21% | -$5.66K | ﹤0.01% | 1545 |
|
|
2020
Q4 | $24K | Buy |
1,579
+598
| +61% | +$8.19K | ﹤0.01% | 1383 |
|
|
2020
Q3 | $10K | Buy |
981
+466
| +90% | +$5.14K | ﹤0.01% | 1653 |
|
|
2020
Q2 | $5K | Buy |
515
+328
| +175% | +$3.67K | ﹤0.01% | 1847 |
|
|
2020
Q1 | $2K | Sell |
187
-43
| -19% | -$669 | ﹤0.01% | 2031 |
|
|
2019
Q4 | $4K | Sell |
230
-1,146
| -83% | -$19K | ﹤0.01% | 1732 |
|
|
2019
Q3 | $23K | Buy |
1,376
+342
| +33% | +$5.62K | ﹤0.01% | 1179 |
|
|
2019
Q2 | $17K | Buy |
1,034
+302
| +41% | +$5.11K | ﹤0.01% | 1255 |
|
|
2019
Q1 | $12K | Sell |
732
-183
| -20% | -$3.22K | ﹤0.01% | 1367 |
|
|
2018
Q4 | $15K | Sell |
915
-801
| -47% | -$15.1K | ﹤0.01% | 1247 |
|
|
2018
Q3 | $36K | Hold |
1,716
| – | – | ﹤0.01% | 999 |
|
|
2018
Q2 | $39K | Buy |
1,716
+27
| +2% | +$631 | ﹤0.01% | 949 |
|
|
2018
Q1 | $36K | Buy |
+1,689
| New | +$36.9K | ﹤0.01% | 852 |
|
|
2016
Q4 | – | Sell |
-1,405
| Closed | -$21K | – | 1333 |
|
|
2016
Q3 | $21K | Buy |
1,405
+875
| +165% | +$13.6K | ﹤0.01% | 805 |
|
|
2016
Q2 | $8K | Buy |
530
+405
| +324% | +$6.32K | ﹤0.01% | 986 |
|
|
2016
Q1 | $2K | Buy |
+125
| New | +$1.89K | ﹤0.01% | 1199 |
|
Other funds holding UMPQ
SignatureFD's UMPQ Position: Q1 2023 in Review
SignatureFD sold out of Umpqua Holdings Corp (UMPQ) in Q1 2023, closing a stake of 3,140 shares — an estimated $56K sold.
SignatureFD first reported a position in UMPQ in Q1 2016 and held it in 23 quarters. The position peaked at $73K in Q3 2021. 2 funds tracked by Wall St. Rank hold UMPQ as of Q1 2023.
- SignatureFD reported no remaining Umpqua Holdings Corp position as of Q1 2023 after selling out during the quarter.
- SignatureFD sold 3,140 Umpqua Holdings Corp shares in Q1 2023, an estimated $56K.
- SignatureFD first reported a position in Umpqua Holdings Corp in Q1 2016 and held it in 23 quarters.
- SignatureFD's Umpqua Holdings Corp position peaked at $73K in Q3 2021.
- 2 funds tracked by Wall St. Rank held Umpqua Holdings Corp as of Q1 2023.
Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.