TCI Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-766	Closed	-$13.7K	–	2684
2022 Q4	$13.7K	Hold	766	–	–	﹤0.01%	874
2022 Q3	$13K	Buy	766 +15	+2%	+$255	﹤0.01%	893
2022 Q2	$13K	Hold	751	–	–	﹤0.01%	879
2022 Q1	$14K	Hold	751	–	–	﹤0.01%	907
2021 Q4	$14K	Hold	751	–	–	﹤0.01%	946
2021 Q3	$15K	Hold	751	–	–	﹤0.01%	833
2021 Q2	$14K	Hold	751	–	–	﹤0.01%	755
2021 Q1	$13K	Hold	751	–	–	0.01%	720
2020 Q4	$11K	Hold	751	–	–	﹤0.01%	612
2020 Q3	$8K	Hold	751	–	–	﹤0.01%	636
2020 Q2	$8K	Sell	751 -349	-32%	-$3.72K	﹤0.01%	630
2020 Q1	$12K	Buy	1,100 +570	+108%	+$6.22K	0.01%	528
2019 Q4	$9K	Sell	530 -231	-30%	-$3.92K	﹤0.01%	734
2019 Q3	$13K	Buy	761 +231	+44%	+$3.95K	0.01%	583
2019 Q2	$9K	Sell	530 -161	-23%	-$2.73K	﹤0.01%	658
2019 Q1	$11K	Sell	691 -52	-7%	-$828	﹤0.01%	615
2018 Q4	$12K	Hold	743	–	–	0.01%	583
2018 Q3	$15K	Hold	743	–	–	0.01%	560
2018 Q2	$17K	Hold	743	–	–	0.01%	523
2018 Q1	$16K	Hold	743	–	–	0.01%	531
2017 Q4	$15K	Hold	743	–	–	0.01%	558
2017 Q3	$14K	Hold	743	–	–	0.01%	536
2017 Q2	$14K	Hold	743	–	–	0.01%	535
2017 Q1	$13K	Hold	743	–	–	0.01%	532
2016 Q4	$14K	Hold	743	–	–	0.01%	565
2016 Q3	$11K	Hold	743	–	–	0.01%	564
2016 Q2	$11K	Hold	743	–	–	0.01%	559
2016 Q1	$12K	Hold	743	–	–	0.01%	549
2015 Q4	$12K	Buy	+743	New	+$12K	0.01%	546