Cambridge Investment Research Advisors’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 | $728K | Buy |
6,918
+270
| +4% | +$28.4K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $672K | Sell |
6,648
-89
| -1% | -$9K | ﹤0.01% | 2177 |
|
|
2024
Q4 | $760K | Sell |
6,737
-1,328
| -16% | -$150K | ﹤0.01% | 2088 |
|
|
2024
Q3 | $848K | Buy |
8,065
+5
| +0.1% | +$526 | ﹤0.01% | 1972 |
|
|
2024
Q2 | $672K | Buy |
8,060
+52
| +0.6% | +$4.34K | ﹤0.01% | 2057 |
|
|
2024
Q1 | $697K | Buy |
8,008
+1
| +0% | +$87 | ﹤0.01% | 1996 |
|
|
2023
Q4 | $669K | Sell |
8,007
-246
| -3% | -$20.6K | ﹤0.01% | 1957 |
|
|
2023
Q3 | $512K | Buy |
8,253
+2
| +0% | +$124 | ﹤0.01% | 2059 |
|
|
2023
Q2 | $503K | Buy |
8,251
+1
| +0% | +$61 | ﹤0.01% | 2132 |
|
|
2023
Q1 | $476K | Buy |
8,250
+1
| +0% | +$58 | ﹤0.01% | 2123 |
|
|
2022
Q4 | $689K | Sell |
8,249
-923
| -10% | -$77.1K | ﹤0.01% | 1770 |
|
|
2022
Q3 | $773K | Buy |
9,172
+1
| +0% | +$84 | ﹤0.01% | 1647 |
|
|
2022
Q2 | $790K | Buy |
9,171
+1
| +0% | +$86 | ﹤0.01% | 1643 |
|
|
2022
Q1 | $891K | Buy |
9,170
+1
| +0% | +$97 | ﹤0.01% | 1660 |
|
|
2021
Q4 | $973K | Sell |
9,169
-919
| -9% | -$97.5K | ﹤0.01% | 1595 |
|
|
2021
Q3 | $976K | Buy |
10,088
+1
| +0% | +$97 | ﹤0.01% | 1550 |
|
|
2021
Q2 | $939K | Buy |
10,087
+1
| +0% | +$93 | ﹤0.01% | 1574 |
|
|
2021
Q1 | $931K | Buy |
10,086
+1
| +0% | +$92 | 0.01% | 1473 |
|
|
2020
Q4 | $696K | Buy |
10,085
+1
| +0% | +$69 | ﹤0.01% | 1550 |
|
|
2020
Q3 | $494K | Sell |
10,084
-33
| -0.3% | -$1.62K | ﹤0.01% | 1607 |
|
|
2020
Q2 | $522K | Buy |
10,117
+36
| +0.4% | +$1.86K | ﹤0.01% | 1526 |
|
|
2020
Q1 | $468K | Buy |
10,081
+568
| +6% | +$26.4K | ﹤0.01% | 1400 |
|
|
2019
Q4 | $653K | Buy |
+9,513
| New | +$653K | 0.01% | 1409 |
|