Bank of America’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 | $79.5M | Sell |
755,992
-64,310
| -8% | -$6.76M | 0.01% | 1178 |
|
|
2025
Q1 | $82.9M | Buy |
820,302
+390,383
| +91% | +$39.5M | 0.01% | 1089 |
|
|
2024
Q4 | $48.5M | Sell |
429,919
-166,394
| -28% | -$18.8M | ﹤0.01% | 1316 |
|
|
2024
Q3 | $62.7M | Buy |
596,313
+151,582
| +34% | +$15.9M | 0.01% | 1213 |
|
|
2024
Q2 | $37.1M | Buy |
444,731
+147,164
| +49% | +$12.3M | ﹤0.01% | 1498 |
|
|
2024
Q1 | $25.9M | Buy |
297,567
+3,706
| +1% | +$322K | ﹤0.01% | 1764 |
|
|
2023
Q4 | $24.6M | Buy |
293,861
+60,936
| +26% | +$5.09M | ﹤0.01% | 1658 |
|
|
2023
Q3 | $14.5M | Sell |
232,925
-3,218
| -1% | -$200K | ﹤0.01% | 2025 |
|
|
2023
Q2 | $14.4M | Sell |
236,143
-93,987
| -28% | -$5.72M | ﹤0.01% | 1999 |
|
|
2023
Q1 | $19.1M | Buy |
330,130
+46,823
| +17% | +$2.7M | ﹤0.01% | 1880 |
|
|
2022
Q4 | $23.7M | Buy |
283,307
+12,520
| +5% | +$1.05M | ﹤0.01% | 1618 |
|
|
2022
Q3 | $22.8M | Sell |
270,787
-34,230
| -11% | -$2.89M | ﹤0.01% | 1576 |
|
|
2022
Q2 | $26.3M | Sell |
305,017
-58,846
| -16% | -$5.07M | ﹤0.01% | 1553 |
|
|
2022
Q1 | $35.4M | Sell |
363,863
-26,217
| -7% | -$2.55M | ﹤0.01% | 1460 |
|
|
2021
Q4 | $41.4M | Buy |
390,080
+35,872
| +10% | +$3.81M | ﹤0.01% | 1356 |
|
|
2021
Q3 | $34.3M | Buy |
354,208
+46,461
| +15% | +$4.49M | ﹤0.01% | 1447 |
|
|
2021
Q2 | $28.6M | Sell |
307,747
-45,219
| -13% | -$4.21M | ﹤0.01% | 1603 |
|
|
2021
Q1 | $32.6M | Buy |
352,966
+101,224
| +40% | +$9.35M | ﹤0.01% | 1464 |
|
|
2020
Q4 | $17.4M | Buy |
251,742
+13,908
| +6% | +$960K | ﹤0.01% | 1752 |
|
|
2020
Q3 | $11.7M | Buy |
237,834
+16,803
| +8% | +$823K | ﹤0.01% | 1912 |
|
|
2020
Q2 | $11.4M | Buy |
221,031
+29,241
| +15% | +$1.51M | ﹤0.01% | 1875 |
|
|
2020
Q1 | $8.9M | Sell |
191,790
-34,495
| -15% | -$1.6M | ﹤0.01% | 1915 |
|
|
2019
Q4 | $15.5M | Sell |
226,285
-29,003
| -11% | -$1.99M | ﹤0.01% | 1829 |
|
|
2019
Q3 | $16.5M | Buy |
255,288
+6,041
| +2% | +$390K | ﹤0.01% | 1738 |
|
|
2019
Q2 | $16.4M | Sell |
249,247
-68,246
| -21% | -$4.49M | ﹤0.01% | 1757 |
|
|
2019
Q1 | $20.3M | Buy |
317,493
+14,551
| +5% | +$932K | ﹤0.01% | 1583 |
|
|
2018
Q4 | $18.5M | Buy |
302,942
+93,186
| +44% | +$5.68M | ﹤0.01% | 1488 |
|
|
2018
Q3 | $14.9M | Sell |
209,756
-12,777
| -6% | -$906K | ﹤0.01% | 1813 |
|
|
2018
Q2 | $17M | Sell |
222,533
-22,358
| -9% | -$1.7M | ﹤0.01% | 1702 |
|
|
2018
Q1 | $17.7M | Buy |
244,891
+5,972
| +2% | +$432K | ﹤0.01% | 1643 |
|
|
2017
Q4 | $17.2M | Sell |
238,919
-32,895
| -12% | -$2.37M | ﹤0.01% | 1666 |
|
|
2017
Q3 | $20.2M | Buy |
271,814
+16,815
| +7% | +$1.25M | ﹤0.01% | 1625 |
|
|
2017
Q2 | $19.1M | Sell |
254,999
-5,404
| -2% | -$405K | ﹤0.01% | 1536 |
|
|
2017
Q1 | $19.6M | Buy |
260,403
+38,748
| +17% | +$2.92M | ﹤0.01% | 1506 |
|
|
2016
Q4 | $17.1M | Buy |
221,655
+40,835
| +23% | +$3.15M | ﹤0.01% | 1540 |
|
|
2016
Q3 | $10.8M | Buy |
180,820
+18,270
| +11% | +$1.09M | ﹤0.01% | 1842 |
|
|
2016
Q2 | $8.65M | Sell |
162,550
-8,086
| -5% | -$430K | ﹤0.01% | 1959 |
|
|
2016
Q1 | $8.81M | Sell |
170,636
-3,035
| -2% | -$157K | ﹤0.01% | 1910 |
|
|
2015
Q4 | $8.09M | Sell |
173,671
-4,883
| -3% | -$227K | ﹤0.01% | 2024 |
|
|
2015
Q3 | $9.07M | Buy |
178,554
+125,867
| +239% | +$6.4M | ﹤0.01% | 1908 |
|
|
2015
Q2 | $3M | Buy |
52,687
+35,468
| +206% | +$2.02M | ﹤0.01% | 2426 |
|
|
2015
Q1 | $910K | Sell |
17,219
-8,303
| -33% | -$439K | ﹤0.01% | 3065 |
|
|
2014
Q4 | $1.45M | Buy |
25,522
+8,286
| +48% | +$472K | ﹤0.01% | 2845 |
|
|
2014
Q3 | $940K | Sell |
17,236
-711
| -4% | -$38.8K | ﹤0.01% | 3095 |
|
|
2014
Q2 | $1.14M | Sell |
17,947
-37,307
| -68% | -$2.37M | ﹤0.01% | 2972 |
|
|
2014
Q1 | $3.58M | Buy |
55,254
+6,831
| +14% | +$442K | ﹤0.01% | 2123 |
|
|
2013
Q4 | $3.11M | Buy |
48,423
+11,737
| +32% | +$754K | ﹤0.01% | 2218 |
|
|
2013
Q3 | $1.99M | Buy |
36,686
+7,288
| +25% | +$396K | ﹤0.01% | 2472 |
|
|
2013
Q2 | $1.64M | Buy |
+29,398
| New | +$1.64M | ﹤0.01% | 2665 |
|