Trivium Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-51,790
| Closed | -$917K | – | 185 |
|
|
2019
Q4 | $917K | Sell |
51,790
-1,210
| -2% | -$21.4K | 0.36% | 104 |
|
|
2019
Q3 | $819K | Buy |
53,000
+7,180
| +16% | +$111K | 0.38% | 105 |
|
|
2019
Q2 | $760K | Buy |
45,820
+1,810
| +4% | +$30K | 0.34% | 106 |
|
|
2019
Q1 | $726K | Buy |
44,010
+33,645
| +325% | +$555K | 0.34% | 108 |
|
|
2018
Q4 | $165K | Buy |
+10,365
| New | +$165K | 0.1% | 135 |
|