Whittier Trust’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-267
| Closed | -$4.76K | – | 1649 |
|
|
2022
Q4 | $4.76K | Hold |
267
| – | – | ﹤0.01% | 1391 |
|
|
2022
Q3 | $5K | Hold |
267
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q2 | $4K | Hold |
267
| – | – | ﹤0.01% | 1494 |
|
|
2022
Q1 | $5K | Hold |
267
| – | – | ﹤0.01% | 1468 |
|
|
2021
Q4 | $5K | Hold |
267
| – | – | ﹤0.01% | 1426 |
|
|
2021
Q3 | $5K | Hold |
267
| – | – | ﹤0.01% | 1343 |
|
|
2021
Q2 | $5K | Hold |
267
| – | – | ﹤0.01% | 1371 |
|
|
2021
Q1 | $5K | Buy |
+267
| New | +$5K | ﹤0.01% | 1365 |
|
|
2019
Q1 | – | Sell |
-463
| Closed | -$7K | – | 1520 |
|
|
2018
Q4 | $7K | Buy |
+463
| New | +$7K | ﹤0.01% | 1147 |
|
|
2015
Q2 | – | Sell |
-560
| Closed | -$10K | – | 1301 |
|
|
2015
Q1 | $10K | Buy |
+560
| New | +$10K | ﹤0.01% | 1023 |
|