Geneos Wealth Management Inc. Umpqua Holdings Corp Transaction History

Geneos Wealth Management Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$15.9 - $18.56 $429 - $501	-27 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$18.86 - $21.76 $6,601 - $7,616	-350 Reduced 92.84%	27 $0
Q4 2021 Feb 09, 2022	SELL	$17.93 - $21.94 $14,003 - $17,135	-781 Reduced 67.44%	377 $7,000
Q3 2021 Nov 09, 2021	BUY	$17.22 - $20.56 $13,448 - $16,057	781 Added 207.16%	1,158 $23,000
Q2 2021 Jul 08, 2021	SELL	$17.47 - $19.38 $3,494 - $3,876	-200 Reduced 34.66%	377 $7,000
Q4 2020 May 19, 2021	BUY	$10.99 - $15.19 $6,341 - $8,764	577 New	577 $6,000
Q4 2019 Sep 07, 2021	SELL	$15.37 - $18.16 $24,884 - $29,401	-1,619 Closed	0 $0
Q3 2019 Sep 07, 2021	SELL	$15.19 - $17.54 $8,977 - $10,366	-591 Reduced 26.74%	1,619 $26,000
Q2 2019 Sep 07, 2021	BUY	$15.97 - $18.08 $35,293 - $39,956	2,210 New	2,210 $36,000
Q1 2017 Sep 07, 2021	SELL	N/A	-121 Closed	0 $0
Q4 2016 Sep 07, 2021	SELL	N/A	-472 Reduced 79.6%	121 $2,000
Q3 2016 Sep 07, 2021	SELL	N/A	-992 Reduced 62.59%	593 $8,000
Q2 2016 Sep 07, 2021	SELL	N/A	-130 Reduced 7.58%	1,585 $24,000
Q1 2016 Sep 07, 2021	BUY	N/A	1,715	1,715 $27,000

9.51M

Ticker UMPQ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 217,052,992
Description
Umpqua Holdings Corporation operates as the holding company of Umpqua Bank that provides commercial and retail banking services. It operates in two segments: Core Banking and Mortgage Banking. The company offers deposit products, including non-interest bearing checking, interest bearing checking and savings, and money market accounts, as well as...

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