Bank of Montreal’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 | $887K | Sell |
8,435
-578
| -6% | -$60.8K | ﹤0.01% | 1715 |
|
|
2025
Q1 | $911K | Buy |
9,013
+2,743
| +44% | +$277K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $708K | Buy |
6,270
+886
| +16% | +$100K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $561K | Sell |
5,384
-62,418
| -92% | -$6.5M | ﹤0.01% | 2063 |
|
|
2024
Q2 | $5.66M | Buy |
67,802
+62,545
| +1,190% | +$5.22M | ﹤0.01% | 1101 |
|
|
2024
Q1 | $459K | Buy |
5,257
+128
| +2% | +$11.2K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $434K | Buy |
5,129
+93
| +2% | +$7.87K | ﹤0.01% | 2216 |
|
|
2023
Q3 | $324K | Buy |
5,036
+221
| +5% | +$14.2K | ﹤0.01% | 2359 |
|
|
2023
Q2 | $307K | Sell |
4,815
-2,453
| -34% | -$156K | ﹤0.01% | 2560 |
|
|
2023
Q1 | $430K | Buy |
7,268
+395
| +6% | +$23.4K | ﹤0.01% | 2306 |
|
|
2022
Q4 | $579K | Buy |
6,873
+419
| +6% | +$35.3K | ﹤0.01% | 2154 |
|
|
2022
Q3 | $574 | Sell |
6,454
-32,114
| -83% | -$2.86K | ﹤0.01% | 2131 |
|
|
2022
Q2 | $3.44K | Buy |
38,568
+32,960
| +588% | +$2.94K | ﹤0.01% | 1354 |
|
|
2022
Q1 | $571K | Sell |
5,608
-5,142
| -48% | -$524K | ﹤0.01% | 2305 |
|
|
2021
Q4 | $1.16M | Buy |
10,750
+4,250
| +65% | +$459K | ﹤0.01% | 1799 |
|
|
2021
Q3 | $644K | Buy |
6,500
+221
| +4% | +$21.9K | ﹤0.01% | 2562 |
|
|
2021
Q2 | $598K | Buy |
6,279
+254
| +4% | +$24.2K | ﹤0.01% | 2617 |
|
|
2021
Q1 | $552K | Sell |
6,025
-9,673
| -62% | -$886K | ﹤0.01% | 2247 |
|
|
2020
Q4 | $1.18M | Buy |
15,698
+5,145
| +49% | +$388K | ﹤0.01% | 1782 |
|
|
2020
Q3 | $570K | Sell |
10,553
-1,137
| -10% | -$61.4K | ﹤0.01% | 1952 |
|
|
2020
Q2 | $515K | Buy |
11,690
+7,537
| +181% | +$332K | ﹤0.01% | 1943 |
|
|
2020
Q1 | $182K | Sell |
4,153
-9,471
| -70% | -$415K | ﹤0.01% | 2106 |
|
|
2019
Q4 | $935K | Buy |
13,624
+4,770
| +54% | +$327K | ﹤0.01% | 1928 |
|
|
2019
Q3 | $572K | Sell |
8,854
-235
| -3% | -$15.2K | ﹤0.01% | 1957 |
|
|
2019
Q2 | $598K | Buy |
9,089
+4,127
| +83% | +$272K | ﹤0.01% | 1948 |
|
|
2019
Q1 | $318K | Sell |
4,962
-858
| -15% | -$55K | ﹤0.01% | 2166 |
|
|
2018
Q4 | $355K | Buy |
5,820
+579
| +11% | +$35.3K | ﹤0.01% | 2067 |
|
|
2018
Q3 | $371K | Sell |
5,241
-109
| -2% | -$7.72K | ﹤0.01% | 2202 |
|
|
2018
Q2 | $407K | Buy |
5,350
+334
| +7% | +$25.4K | ﹤0.01% | 2172 |
|
|
2018
Q1 | $363K | Sell |
5,016
-94
| -2% | -$6.8K | ﹤0.01% | 2163 |
|
|
2017
Q4 | $368K | Buy |
5,110
+1,324
| +35% | +$95.3K | ﹤0.01% | 2184 |
|
|
2017
Q3 | $282K | Sell |
3,786
-110
| -3% | -$8.19K | ﹤0.01% | 2306 |
|
|
2017
Q2 | $291K | Sell |
3,896
-1,069
| -22% | -$79.8K | ﹤0.01% | 2256 |
|
|
2017
Q1 | $373K | Sell |
4,965
-8
| -0.2% | -$601 | ﹤0.01% | 2025 |
|
|
2016
Q4 | $378K | Buy |
4,973
+209
| +4% | +$15.9K | ﹤0.01% | 2002 |
|
|
2016
Q3 | $282K | Sell |
4,764
-150
| -3% | -$8.88K | ﹤0.01% | 2098 |
|
|
2016
Q2 | $261K | Sell |
4,914
-100
| -2% | -$5.31K | ﹤0.01% | 2127 |
|
|
2016
Q1 | $259K | Sell |
5,014
-306
| -6% | -$15.8K | ﹤0.01% | 2139 |
|
|
2015
Q4 | $248K | Buy |
5,320
+730
| +16% | +$34K | ﹤0.01% | 2136 |
|
|
2015
Q3 | $233K | Sell |
4,590
-293
| -6% | -$14.9K | ﹤0.01% | 1986 |
|
|
2015
Q2 | $278K | Buy |
4,883
+1,150
| +31% | +$65.5K | ﹤0.01% | 2073 |
|
|
2015
Q1 | $197K | Sell |
3,733
-1,473
| -28% | -$77.7K | ﹤0.01% | 2166 |
|
|
2014
Q4 | $295K | Hold |
5,206
| – | – | ﹤0.01% | 1978 |
|
|
2014
Q3 | $284K | Sell |
5,206
-1,154
| -18% | -$63K | ﹤0.01% | 1963 |
|
|
2014
Q2 | $402K | Buy |
6,360
+853
| +15% | +$53.9K | ﹤0.01% | 1841 |
|
|
2014
Q1 | $356K | Sell |
5,507
-40
| -0.7% | -$2.59K | ﹤0.01% | 1786 |
|
|
2013
Q4 | $356K | Sell |
5,547
-69
| -1% | -$4.43K | ﹤0.01% | 1699 |
|
|
2013
Q3 | $305K | Buy |
5,616
+885
| +19% | +$48.1K | ﹤0.01% | 1709 |
|
|
2013
Q2 | $264K | Buy |
+4,731
| New | +$264K | ﹤0.01% | 1726 |
|