Xponance’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 |
-28,571
| Closed | -$510K | – | 1263 |
|
|
2022
Q4 | $510K | Buy |
28,571
+2,945
| +11% | +$52.6K | 0.01% | 894 |
|
|
2022
Q3 | $438K | Sell |
25,626
-256
| -1% | -$4.38K | 0.01% | 889 |
|
|
2022
Q2 | $434K | Buy |
25,882
+2,206
| +9% | +$37K | 0.01% | 911 |
|
|
2022
Q1 | $447K | Sell |
23,676
-535
| -2% | -$10.1K | 0.01% | 936 |
|
|
2021
Q4 | $466K | Sell |
24,211
-556
| -2% | -$10.7K | 0.01% | 930 |
|
|
2021
Q3 | $502K | Sell |
24,767
-1,192
| -5% | -$24.2K | 0.01% | 890 |
|
|
2021
Q2 | $479K | Buy |
25,959
+2,636
| +11% | +$48.6K | 0.01% | 943 |
|
|
2021
Q1 | $409K | Buy |
23,323
+137
| +0.6% | +$2.4K | 0.01% | 863 |
|
|
2020
Q4 | $351K | Sell |
23,186
-16
| -0.1% | -$242 | 0.01% | 900 |
|
|
2020
Q3 | $246K | Buy |
23,202
+3,472
| +18% | +$36.8K | 0.01% | 920 |
|
|
2020
Q2 | $210K | Buy |
+19,730
| New | +$210K | 0.01% | 955 |
|