Advisor Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $210K | Buy |
3,052
+3
| +0.1% | +$206 | ﹤0.01% | 2356 |
|
|
2019
Q3 | $196K | Buy |
3,049
+126
| +4% | +$8.1K | ﹤0.01% | 2342 |
|
|
2019
Q2 | $192K | Sell |
2,923
-489
| -14% | -$32.1K | ﹤0.01% | 2341 |
|
|
2019
Q1 | $218K | Sell |
3,412
-20
| -0.6% | -$1.28K | ﹤0.01% | 2215 |
|
|
2018
Q4 | $210K | Buy |
3,432
+192
| +6% | +$11.7K | ﹤0.01% | 2057 |
|
|
2018
Q3 | $230K | Buy |
3,240
+464
| +17% | +$32.9K | ﹤0.01% | 2055 |
|
|
2018
Q2 | $211K | Sell |
2,776
-87
| -3% | -$6.61K | ﹤0.01% | 1935 |
|
|
2018
Q1 | $207K | Sell |
2,863
-29
| -1% | -$2.1K | ﹤0.01% | 1953 |
|
|
2017
Q4 | $209K | Buy |
2,892
+1,675
| +138% | +$121K | ﹤0.01% | 1970 |
|
|
2017
Q3 | $90K | Buy |
1,217
+381
| +46% | +$28.2K | ﹤0.01% | 2502 |
|
|
2017
Q2 | $63K | Buy |
836
+57
| +7% | +$4.3K | ﹤0.01% | 2659 |
|
|
2017
Q1 | $59K | Sell |
779
-44
| -5% | -$3.33K | ﹤0.01% | 2582 |
|
|
2016
Q4 | $63K | Buy |
823
+151
| +22% | +$11.6K | ﹤0.01% | 2425 |
|
|
2016
Q3 | $39K | Buy |
672
+125
| +23% | +$7.25K | ﹤0.01% | 2720 |
|
|
2016
Q2 | $28K | Buy |
+547
| New | +$28K | ﹤0.01% | 2837 |
|