Bank of Montreal’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $561K | Sell |
|
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|
2024
Q2 | $5.66M | Buy |
|
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|
2024
Q1 | $459K | Buy |
|
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|
2023
Q4 | $434K | Buy |
|
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|
2023
Q3 | $324K | Buy |
|
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $430K | Buy |
|
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|
2022
Q4 | $579K | Buy |
|
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|
2022
Q3 | $574 | Sell |
|
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|
2022
Q2 | $3.44K | Buy |
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|
2022
Q1 | $571K | Sell |
|
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $598K | Buy |
|
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|
2021
Q1 | $552K | Sell |
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|
2020
Q4 | $1.18M | Buy |
|
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|
2020
Q3 | $570K | Sell |
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|
2020
Q2 | $515K | Buy |
|
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|
2020
Q1 | $182K | Sell |
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|
2019
Q4 | $935K | Buy |
|
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|
2019
Q3 | $572K | Sell |
|
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|
2019
Q2 | $598K | Buy |
|
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|
2019
Q1 | $318K | Sell |
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|
2018
Q4 | $355K | Buy |
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|
2018
Q3 | $371K | Sell |
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|
2018
Q2 | $407K | Buy |
|
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|
2018
Q1 | $363K | Sell |
|
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|
2017
Q4 | $368K | Buy |
|
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|
2017
Q3 | $282K | Sell |
|
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|
2017
Q2 | $291K | Sell |
|
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|
2017
Q1 | $373K | Sell |
|
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|
2016
Q4 | $378K | Buy |
|
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|
2016
Q3 | $282K | Sell |
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|
2016
Q2 | $261K | Sell |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $248K | Buy |
|
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|
2015
Q3 | $233K | Sell |
|
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|
2015
Q2 | $278K | Buy |
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|
2015
Q1 | $197K | Sell |
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|
2014
Q4 | $295K | Hold |
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|
2014
Q3 | $284K | Sell |
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|
2014
Q2 | $402K | Buy |
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|
2014
Q1 | $356K | Sell |
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|
2013
Q4 | $356K | Sell |
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|
2013
Q3 | $305K | Buy |
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|
2013
Q2 | $264K | Buy |
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