Ifp Advisors, Inc Umpqua Holdings Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$17.17 - $20.93 $2,489 - $3,034	-145 Reduced 19.59%	595 $11,000
Q3 2022 Nov 08, 2022	BUY	$16.66 - $19.35 $1,316 - $1,528	79 Added 11.95%	740 $15,000
Q2 2022 Sep 06, 2022	BUY	$15.9 - $18.56 $10,509 - $12,268	661 New	661 $13,000
Q2 2022 Aug 12, 2022	SELL	$15.9 - $18.56 $10,509 - $12,268	-661 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$18.86 - $21.76 $12,466 - $14,383	661 New	661 $12,000
Q3 2021 Oct 06, 2021	SELL	$17.22 - $20.56 $0 - $0	0 Closed	0 $0
Q2 2021 Jul 13, 2021	BUY	$17.47 - $19.38 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	SELL	$14.51 - $18.7 $2,002 - $2,580	-138 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$10.99 - $15.19 $87 - $121	-8 Reduced 5.48%	138 $2,000
Q1 2020 May 12, 2020	BUY	$9.27 - $18.41 $676 - $1,343	73 Added 100.0%	146 $2,000
Q3 2019 Nov 07, 2019	BUY	$15.19 - $17.54 $1,108 - $1,280	73 New	73 $1,000
Q1 2019 May 15, 2019	SELL	$15.99 - $18.53 $5,292 - $6,133	-331 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$15.24 - $21.26 $259 - $361	-17 Reduced 4.89%	331 $5,000
Q3 2018 Oct 25, 2018	BUY	$20.66 - $23.44 $371 - $421	18 Added 5.45%	348 $0
Q2 2018 Aug 07, 2018	BUY	$20.98 - $24.86 $3,230 - $3,828	154 Added 87.5%	330 $0
Q1 2018 Jun 03, 2019	BUY	$20.52 - $23.14 $266 - $300	13 Added 7.98%	176 $4,000
Q1 2018 May 09, 2018	SELL	$20.52 - $23.14 $266 - $300	-13 Reduced 7.39%	163 $0
Q4 2017 Jan 24, 2018	SELL	$19.54 - $22.59 $11,157 - $12,898	-571 Reduced 76.44%	176 $0
Q3 2017 Oct 30, 2017	SELL	$16.93 - $19.63 $812 - $942	-48 Reduced 6.04%	747 $15,000
Q2 2017 Jun 03, 2019	BUY	N/A	577 Added 264.68%	795 $15,000
Q1 2017 Jun 03, 2019	BUY	N/A	9 Added 4.31%	218 $4,000
Q4 2016 Jun 03, 2019	BUY	N/A	42 Added 25.15%	209 $4,000
Q2 2016 Jun 03, 2019	BUY	N/A	167	167 $3,000

Others Institutions Holding UMPQ

# of Institutions

Shares Held

9.51M

Call Options Held

Put Options Held

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About UMPQUA HOLDINGS CORP

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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