ALPS Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
3,563
+43
| +1% | +$4.52K | ﹤0.01% | 825 |
|
|
2025
Q1 | $356K | Buy |
+3,520
| New | +$356K | ﹤0.01% | 756 |
|
|
2023
Q3 | – | Sell |
-4,119
| Closed | -$251K | – | 1131 |
|
|
2023
Q2 | $251K | Buy |
4,119
+25
| +0.6% | +$1.52K | ﹤0.01% | 945 |
|
|
2023
Q1 | $236K | Buy |
4,094
+512
| +14% | +$29.6K | ﹤0.01% | 967 |
|
|
2022
Q4 | $299K | Sell |
3,582
-20
| -0.6% | -$1.67K | ﹤0.01% | 891 |
|
|
2022
Q3 | $304K | Buy |
+3,602
| New | +$304K | ﹤0.01% | 764 |
|
|
2022
Q1 | – | Sell |
-4,176
| Closed | -$443K | – | 970 |
|
|
2021
Q4 | $443K | Buy |
4,176
+54
| +1% | +$5.73K | 0.01% | 561 |
|
|
2021
Q3 | $399K | Buy |
4,122
+550
| +15% | +$53.2K | ﹤0.01% | 555 |
|
|
2021
Q2 | $332K | Hold |
3,572
| – | – | ﹤0.01% | 762 |
|
|
2021
Q1 | $330K | Sell |
3,572
-1,563
| -30% | -$144K | ﹤0.01% | 722 |
|
|
2020
Q4 | $354K | Sell |
5,135
-156
| -3% | -$10.8K | ﹤0.01% | 602 |
|
|
2020
Q3 | $259K | Buy |
+5,291
| New | +$259K | ﹤0.01% | 718 |
|
|
2018
Q3 | – | Sell |
-5,975
| Closed | -$455K | – | 1087 |
|
|
2018
Q2 | $455K | Sell |
5,975
-280
| -4% | -$21.3K | ﹤0.01% | 677 |
|
|
2018
Q1 | $453K | Buy |
+6,255
| New | +$453K | ﹤0.01% | 701 |
|