Transamerica Financial Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-150
| Closed | -$3K | – | 863 |
|
|
2015
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 695 |
|
|
2015
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 691 |
|
|
2015
Q2 | $3K | Hold |
150
| – | – | ﹤0.01% | 740 |
|
|
2015
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 748 |
|
|
2014
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 593 |
|
|
2014
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 561 |
|
|
2014
Q2 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 579 |
|
|
2014
Q1 | – | Sell |
-13,817
| Closed | -$265K | – | 677 |
|
|
2013
Q4 | $265K | Buy |
+13,817
| New | +$265K | 0.03% | 224 |
|