Steward Partners Investment Advisory’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 |
-1,400
| Closed | -$24.6K | – | 7511 |
|
|
2021
Q1 | $24.6K | Buy |
+1,400
| New | +$24.6K | ﹤0.01% | 2375 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$8K | – | 2799 |
|
|
2019
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 2108 |
|
|
2019
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 2096 |
|
|
2018
Q3 | – | Sell |
-1,271
| Closed | -$29K | – | 2751 |
|
|
2018
Q2 | $29K | Buy |
1,271
+271
| +27% | +$6.18K | ﹤0.01% | 1318 |
|
|
2018
Q1 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q4 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 1121 |
|
|
2017
Q2 | – | Sell |
-60
| Closed | -$1K | – | 1720 |
|
|
2017
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 1459 |
|