Sowell Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,748
| Closed | -$72K | – | 3028 |
|
|
2021
Q1 | $72K | Sell |
3,748
-9,107
| -71% | -$175K | ﹤0.01% | 1509 |
|
|
2020
Q4 | $195K | Buy |
12,855
+6,548
| +104% | +$99.3K | 0.01% | 860 |
|
|
2020
Q3 | $67K | Buy |
6,307
+1,545
| +32% | +$16.4K | ﹤0.01% | 1114 |
|
|
2020
Q2 | $51K | Sell |
4,762
-283
| -6% | -$3.03K | ﹤0.01% | 1159 |
|
|
2020
Q1 | $55K | Buy |
5,045
+4,466
| +771% | +$48.7K | ﹤0.01% | 1024 |
|
|
2019
Q4 | $10K | Buy |
579
+49
| +9% | +$846 | ﹤0.01% | 1697 |
|
|
2019
Q3 | $9K | Buy |
+530
| New | +$9K | ﹤0.01% | 1586 |
|