Umpqua Bank’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.92M Sell
18,491
-187
-1% -$29.5K 0.89% 24
2025
Q1
$3.18M Sell
18,678
-323
-2% -$55K 1.1% 22
2024
Q4
$3.04M Buy
19,001
+1,965
+12% +$314K 1.05% 22
2024
Q3
$2.95M Buy
17,036
+151
+0.9% +$26.2K 1.08% 23
2024
Q2
$2.78M Buy
16,885
+668
+4% +$110K 1.08% 19
2024
Q1
$2.63M Buy
+16,217
New +$2.63M 1.08% 24