Sonen Capital’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
Q4
Sell
-25,000
Closed -$427K 102
2022
Q3
$427K Hold
25,000
0.69% 66
2022
Q2
$419K Hold
25,000
0.6% 67
2022
Q1
$472K Hold
25,000
0.57% 66
2021
Q4
$481K Buy
+25,000
New +$481K 0.47% 72