SAM
UMPQ

Synergy Asset Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Synergy Asset Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-158,938
Closed -$3.22M – 133
2021
Q3 		$3.22M Buy
158,938
+19,406
+14% +$393K 0.75% 41
2021
Q2 		$2.58M Buy
+139,532
New +$2.58M 0.68% 44