Umpqua Bank’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
76,662
-1,697
| -2% | -$80K | 1.1% | 19 |
|
|
2025
Q1 | $3.27M | Buy |
78,359
+4,377
| +6% | +$183K | 1.13% | 21 |
|
|
2024
Q4 | $3.39M | Buy |
73,982
+1,917
| +3% | +$87.8K | 1.17% | 17 |
|
|
2024
Q3 | $2.86M | Sell |
72,065
-2,546
| -3% | -$101K | 1.05% | 26 |
|
|
2024
Q2 | $2.97M | Buy |
74,611
+2,499
| +3% | +$99.4K | 1.15% | 17 |
|
|
2024
Q1 | $2.73M | Buy |
+72,112
| New | +$2.73M | 1.12% | 22 |
|