SFS
UMPQ

Sowell Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History

Sowell Financial Services’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,748
Closed -$72K – 3027
2021
Q1 		$72K Sell
3,748
-9,107
-71% -$154K ﹤0.01% 1509
2020
Q4 		$195K Buy
12,855
+6,548
+104% +$89.7K 0.01% 860
2020
Q3 		$67K Buy
6,307
+1,545
+32% +$17.1K ﹤0.01% 1114
2020
Q2 		$51K Sell
4,762
-283
-6% -$3.17K ﹤0.01% 1159
2020
Q1 		$55K Buy
5,045
+4,466
+771% +$69.5K ﹤0.01% 1024
2019
Q4 		$10K Buy
579
+49
+9% +$811 ﹤0.01% 1697
2019
Q3 		$9K Buy
+530
New +$8.71K ﹤0.01% 1586

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Macquarie Group
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State Street
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ACM
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Massachusetts Financial Services
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CB
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return