Steward Partners Investment Advisory, LLC Umpqua Holdings Corp Transaction History

Steward Partners Investment Advisory, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$17.47 - $19.38 $24,458 - $27,132	-1,400 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$14.51 - $18.7 $20,314 - $26,180	1,400 New	1,400 $24,000
Q4 2019 Jan 17, 2020	SELL	$15.37 - $18.16 $7,685 - $9,080	-500 Closed	0 $0
Q2 2019 Jul 25, 2019	BUY	$15.97 - $18.08 $7,985 - $9,040	500 New	500 $8,000
Q3 2018 Oct 23, 2018	SELL	$20.66 - $23.44 $26,258 - $29,792	-1,271 Closed	0 $0
Q2 2018 Jul 20, 2018	BUY	$20.98 - $24.86 $5,685 - $6,737	271 Added 27.1%	1,271 $29,000
Q4 2017 Jan 19, 2018	BUY	$19.54 - $22.59 $19,540 - $22,590	1,000 New	1,000 $20,000
Q2 2017 Nov 22, 2017	SELL	N/A	-60 Closed	0 $0
Q1 2017 Nov 22, 2017	BUY	N/A	60	60 $1,000

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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