Ameriprise’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 | $7.3M | Sell |
69,380
-42,989
| -38% | -$4.52M | ﹤0.01% | 2047 |
|
|
2025
Q1 | $11.4M | Buy |
112,369
+16,835
| +18% | +$1.7M | ﹤0.01% | 1670 |
|
|
2024
Q4 | $10.8M | Sell |
95,534
-18,253
| -16% | -$2.06M | ﹤0.01% | 1739 |
|
|
2024
Q3 | $12M | Sell |
113,787
-3,102
| -3% | -$326K | ﹤0.01% | 1644 |
|
|
2024
Q2 | $9.75M | Sell |
116,889
-551,763
| -83% | -$46M | ﹤0.01% | 1756 |
|
|
2024
Q1 | $58.2M | Buy |
668,652
+18,786
| +3% | +$1.63M | 0.02% | 737 |
|
|
2023
Q4 | $54.3M | Buy |
649,866
+26,762
| +4% | +$2.24M | 0.02% | 738 |
|
|
2023
Q3 | $38.7M | Sell |
623,104
-12,393
| -2% | -$769K | 0.01% | 865 |
|
|
2023
Q2 | $38.7M | Sell |
635,497
-16,271
| -2% | -$991K | 0.01% | 888 |
|
|
2023
Q1 | $37.6M | Sell |
651,768
-38,771
| -6% | -$2.24M | 0.01% | 891 |
|
|
2022
Q4 | $57.7M | Buy |
690,539
+9,386
| +1% | +$784K | 0.02% | 671 |
|
|
2022
Q3 | $57.4M | Buy |
681,153
+66,385
| +11% | +$5.6M | 0.02% | 649 |
|
|
2022
Q2 | $52.9M | Sell |
614,768
-12,947
| -2% | -$1.11M | 0.02% | 695 |
|
|
2022
Q1 | $61M | Buy |
627,715
+17,286
| +3% | +$1.68M | 0.02% | 715 |
|
|
2021
Q4 | $64.8M | Sell |
610,429
-10,025
| -2% | -$1.06M | 0.02% | 731 |
|
|
2021
Q3 | $60M | Sell |
620,454
-37,096
| -6% | -$3.59M | 0.02% | 682 |
|
|
2021
Q2 | $61.2M | Sell |
657,550
-26,138
| -4% | -$2.43M | 0.02% | 703 |
|
|
2021
Q1 | $63.1M | Sell |
683,688
-12,715
| -2% | -$1.17M | 0.02% | 677 |
|
|
2020
Q4 | $48M | Sell |
696,403
-52,948
| -7% | -$3.65M | 0.02% | 753 |
|
|
2020
Q3 | $36.7M | Buy |
749,351
+3,738
| +0.5% | +$183K | 0.01% | 761 |
|
|
2020
Q2 | $38.4M | Sell |
745,613
-48,026
| -6% | -$2.47M | 0.02% | 710 |
|
|
2020
Q1 | $36.8M | Buy |
793,639
+65,505
| +9% | +$3.04M | 0.02% | 661 |
|
|
2019
Q4 | $50M | Sell |
728,134
-600
| -0.1% | -$41.2K | 0.02% | 702 |
|
|
2019
Q3 | $47.1M | Buy |
728,734
+43,026
| +6% | +$2.78M | 0.02% | 694 |
|
|
2019
Q2 | $45.1M | Buy |
685,708
+3,659
| +0.5% | +$241K | 0.02% | 717 |
|
|
2019
Q1 | $43.7M | Buy |
682,049
+5,961
| +0.9% | +$382K | 0.02% | 711 |
|
|
2018
Q4 | $41.2M | Sell |
676,088
-3,746
| -0.6% | -$228K | 0.02% | 693 |
|
|
2018
Q3 | $48.2M | Sell |
679,834
-13,234
| -2% | -$938K | 0.02% | 771 |
|
|
2018
Q2 | $52.8M | Buy |
693,068
+21,752
| +3% | +$1.66M | 0.02% | 652 |
|
|
2018
Q1 | $48.6M | Buy |
671,316
+44,425
| +7% | +$3.22M | 0.02% | 676 |
|
|
2017
Q4 | $45.1M | Sell |
626,891
-1,780
| -0.3% | -$128K | 0.02% | 619 |
|
|
2017
Q3 | $46.8M | Buy |
628,671
+15,010
| +2% | +$1.12M | 0.02% | 587 |
|
|
2017
Q2 | $45.9M | Sell |
613,661
-73,415
| -11% | -$5.5M | 0.02% | 585 |
|
|
2017
Q1 | $51.7M | Sell |
687,076
-2,669
| -0.4% | -$201K | 0.03% | 540 |
|
|
2016
Q4 | $53.2M | Sell |
689,745
-66,936
| -9% | -$5.16M | 0.03% | 513 |
|
|
2016
Q3 | $45M | Buy |
756,681
+302,800
| +67% | +$18M | 0.03% | 538 |
|
|
2016
Q2 | $24.2M | Sell |
453,881
-12,842
| -3% | -$683K | 0.01% | 807 |
|
|
2016
Q1 | $24.1M | Buy |
466,723
+76,209
| +20% | +$3.93M | 0.01% | 811 |
|
|
2015
Q4 | $18.2M | Buy |
390,514
+194,518
| +99% | +$9.06M | 0.01% | 973 |
|
|
2015
Q3 | $9.96M | Buy |
195,996
+3,758
| +2% | +$191K | 0.01% | 1472 |
|
|
2015
Q2 | $11M | Buy |
192,238
+16,658
| +9% | +$950K | 0.01% | 1521 |
|
|
2015
Q1 | $9.29M | Buy |
175,580
+8,959
| +5% | +$474K | 0.01% | 1615 |
|
|
2014
Q4 | $9.48M | Buy |
166,621
+1,853
| +1% | +$105K | 0.01% | 1549 |
|
|
2014
Q3 | $8.99M | Buy |
164,768
+6,650
| +4% | +$363K | 0.01% | 1558 |
|
|
2014
Q2 | $10M | Buy |
158,118
+6,862
| +5% | +$435K | 0.01% | 1534 |
|
|
2014
Q1 | $9.79M | Buy |
151,256
+3,071
| +2% | +$199K | 0.01% | 1543 |
|
|
2013
Q4 | $9.53M | Buy |
148,185
+7,055
| +5% | +$453K | 0.01% | 1544 |
|
|
2013
Q3 | $7.67M | Buy |
141,130
+20,605
| +17% | +$1.12M | 0.01% | 1645 |
|
|
2013
Q2 | $6.71M | Buy |
+120,525
| New | +$6.71M | ﹤0.01% | 1702 |
|