Stephens Inc’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-26,796
| Closed | -$285K | – | 1234 |
|
|
2020
Q2 | $285K | Buy |
26,796
+3,069
| +13% | +$32.6K | 0.01% | 856 |
|
|
2020
Q1 | $259K | Buy |
+23,727
| New | +$259K | 0.01% | 816 |
|
|
2019
Q2 | – | Sell |
-18,644
| Closed | -$308K | – | 1231 |
|
|
2019
Q1 | $308K | Buy |
18,644
+3,319
| +22% | +$54.8K | 0.01% | 906 |
|
|
2018
Q4 | $244K | Sell |
15,325
-1,898
| -11% | -$30.2K | 0.01% | 919 |
|
|
2018
Q3 | $358K | Buy |
17,223
+422
| +3% | +$8.77K | 0.01% | 884 |
|
|
2018
Q2 | $380K | Buy |
+16,801
| New | +$380K | 0.01% | 672 |
|