Amalgamated Bank’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 | $3.29M | Buy |
31,259
+1,310
| +4% | +$138K | 0.03% | 580 |
|
|
2025
Q1 | $3.03M | Buy |
29,949
+9,588
| +47% | +$969K | 0.03% | 593 |
|
|
2024
Q4 | $2.3M | Buy |
20,361
+376
| +2% | +$42.4K | 0.02% | 744 |
|
|
2024
Q3 | $2.1M | Sell |
19,985
-1,343
| -6% | -$141K | 0.02% | 794 |
|
|
2024
Q2 | $1.78M | Sell |
21,328
-1,593
| -7% | -$133K | 0.02% | 876 |
|
|
2024
Q1 | $1.99M | Sell |
22,921
-2,229
| -9% | -$194K | 0.02% | 859 |
|
|
2023
Q4 | $2.1M | Sell |
25,150
-91
| -0.4% | -$7.6K | 0.02% | 891 |
|
|
2023
Q3 | $1.57M | Sell |
25,241
-987
| -4% | -$61.2K | 0.01% | 964 |
|
|
2023
Q2 | $1.6M | Sell |
26,228
-1,374
| -5% | -$83.7K | 0.01% | 964 |
|
|
2023
Q1 | $1.59M | Sell |
27,602
-1,820
| -6% | -$105K | 0.01% | 946 |
|
|
2022
Q4 | $2.46M | Buy |
29,422
+515
| +2% | +$43K | 0.02% | 821 |
|
|
2022
Q3 | $2.44M | Buy |
28,907
+880
| +3% | +$74.2K | 0.02% | 752 |
|
|
2022
Q2 | $2.41M | Buy |
28,027
+461
| +2% | +$39.7K | 0.02% | 798 |
|
|
2022
Q1 | $2.68M | Sell |
27,566
-1,199
| -4% | -$116K | 0.02% | 807 |
|
|
2021
Q4 | $3.05M | Buy |
28,765
+150
| +0.5% | +$15.9K | 0.02% | 758 |
|
|
2021
Q3 | $2.77M | Sell |
28,615
-3,444
| -11% | -$333K | 0.02% | 792 |
|
|
2021
Q2 | $2.98M | Buy |
32,059
+28,168
| +724% | +$2.62M | 0.02% | 785 |
|
|
2021
Q1 | $359K | Sell |
3,891
-266
| -6% | -$24.5K | 0.01% | 1173 |
|
|
2020
Q4 | $287K | Buy |
4,157
+51
| +1% | +$3.52K | 0.01% | 1252 |
|
|
2020
Q3 | $201K | Sell |
4,106
-27
| -0.7% | -$1.32K | 0.01% | 1320 |
|
|
2020
Q2 | $213K | Sell |
4,133
-3,079
| -43% | -$159K | 0.01% | 1269 |
|
|
2020
Q1 | $334K | Sell |
7,212
-230
| -3% | -$10.7K | 0.01% | 1094 |
|
|
2019
Q4 | $511K | Buy |
7,442
+627
| +9% | +$43.1K | 0.01% | 1099 |
|
|
2019
Q3 | $440K | Sell |
6,815
-160
| -2% | -$10.3K | 0.01% | 1106 |
|
|
2019
Q2 | $459K | Buy |
6,975
+273
| +4% | +$18K | 0.01% | 1116 |
|
|
2019
Q1 | $429K | Buy |
6,702
+227
| +4% | +$14.5K | 0.01% | 1076 |
|
|
2018
Q4 | $395K | Sell |
6,475
-75
| -1% | -$4.58K | 0.01% | 1038 |
|
|
2018
Q3 | $464K | Sell |
6,550
-67
| -1% | -$4.75K | 0.01% | 971 |
|
|
2018
Q2 | $504K | Buy |
6,617
+198
| +3% | +$15.1K | 0.01% | 1027 |
|
|
2018
Q1 | $465K | Sell |
6,419
-102
| -2% | -$7.39K | 0.01% | 997 |
|
|
2017
Q4 | $469K | Buy |
6,521
+438
| +7% | +$31.5K | 0.01% | 1018 |
|
|
2017
Q3 | $453K | Sell |
6,083
-305
| -5% | -$22.7K | 0.01% | 994 |
|
|
2017
Q2 | $478K | Buy |
6,388
+99
| +2% | +$7.41K | 0.02% | 973 |
|
|
2017
Q1 | $474K | Sell |
6,289
-1
| -0% | -$75 | 0.02% | 871 |
|
|
2016
Q4 | $485K | Buy |
6,290
+951
| +18% | +$73.3K | 0.02% | 856 |
|
|
2016
Q3 | $317K | Buy |
5,339
+23
| +0.4% | +$1.37K | 0.02% | 984 |
|
|
2016
Q2 | $305K | Buy |
5,316
+1,090
| +26% | +$62.5K | 0.02% | 994 |
|
|
2016
Q1 | $218K | Buy |
+4,226
| New | +$218K | 0.02% | 1087 |
|
|
2015
Q4 | – | Sell |
-4,107
| Closed | -$209K | – | 1266 |
|
|
2015
Q3 | $209K | Buy |
4,107
+45
| +1% | +$2.29K | 0.02% | 1126 |
|
|
2015
Q2 | $232K | Buy |
+4,062
| New | +$232K | 0.02% | 1157 |
|