Mbm Wealth Consultants, LLC Umpqua Holdings Corp Transaction History

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	SELL	$17.17 - $20.93 $29,961 - $36,522	-1,745 Reduced 10.89%	14,276 $248,000
Q3 2022 Oct 24, 2022	BUY	$16.66 - $19.35 $265,327 - $308,168	15,926 Added 16764.21%	16,021 $280,000
Q2 2022 Aug 15, 2022	SELL	$15.9 - $18.56 $387,832 - $452,715	-24,392 Reduced 99.61%	95 $20,000
Q1 2022 May 16, 2022	SELL	$18.86 - $21.76 $345,156 - $398,229	-18,301 Reduced 42.77%	24,487 $462,000
Q4 2021 Feb 15, 2022	SELL	$17.93 - $21.94 $546,022 - $668,138	-30,453 Reduced 41.58%	42,788 $823,000

Q3 2021 Nov 16, 2021	BUY	$17.22 - $20.56 $33,647 - $40,174	1,954 Added 2.74%	73,241 $1.48 Million
Q2 2021 Aug 13, 2021	SELL	$17.47 - $19.38 $81,410 - $90,310	-4,660 Reduced 6.14%	71,287 $1.32 Million
Q1 2021 May 10, 2021	BUY	$14.51 - $18.7 $11,129 - $14,342	767 Added 1.02%	75,947 $1.33 Million
Q4 2020 Feb 09, 2021	SELL	$10.99 - $15.19 $6,692 - $9,250	-609 Reduced 0.8%	75,180 $1.14 Million
Q3 2020 Nov 12, 2020	BUY	$9.87 - $12.05 $162,943 - $198,933	16,509 Added 27.85%	75,789 $805,000
Q2 2020 Aug 07, 2020	SELL	$9.43 - $13.5 $5,780 - $8,275	-613 Reduced 1.02%	59,280 $631,000
Q1 2020 May 13, 2020	SELL	$9.27 - $18.41 $407 - $810	-44 Reduced 0.07%	59,893 $653,000
Q4 2019 Feb 11, 2020	BUY	$15.37 - $18.16 $79,601 - $94,050	5,179 Added 9.46%	59,937 $1.06 Million
Q3 2019 Oct 30, 2019	BUY	$15.19 - $17.54 $30,455 - $35,167	2,005 Added 3.8%	54,758 $901,000
Q2 2019 Jul 30, 2019	BUY	$15.97 - $18.08 $38,391 - $43,464	2,404 Added 4.77%	52,753 $875,000
Q1 2019 Apr 25, 2019	SELL	$15.99 - $18.53 $16,021 - $18,567	-1,002 Reduced 1.95%	50,349 $831,000
Q4 2018 Feb 13, 2019	BUY	$15.24 - $21.26 $782,589 - $1.09 Million	51,351 New	51,351 $816,000

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...

More about UMPQ

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