Sittner & Nelson’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 |
-14,927
| Closed | -$266K | – | 498 |
|
|
2022
Q4 | $266K | Hold |
14,927
| – | – | 0.16% | 99 |
|
|
2022
Q3 | $255K | Hold |
14,927
| – | – | 0.17% | 93 |
|
|
2022
Q2 | $250K | Hold |
14,927
| – | – | 0.16% | 96 |
|
|
2022
Q1 | $282K | Hold |
14,927
| – | – | 0.16% | 88 |
|
|
2021
Q4 | $287K | Hold |
14,927
| – | – | 0.17% | 82 |
|
|
2021
Q3 | $302K | Sell |
14,927
-500
| -3% | -$10.1K | 0.2% | 75 |
|
|
2021
Q2 | $285K | Hold |
15,427
| – | – | 0.2% | 72 |
|
|
2021
Q1 | $271K | Buy |
15,427
+135
| +0.9% | +$2.37K | 0.2% | 73 |
|
|
2020
Q4 | $232K | Buy |
+15,292
| New | +$232K | 0.21% | 77 |
|