Canada Life’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 | $5.17M | Sell |
49,141
-489
| -1% | -$51.5K | 0.01% | 775 |
|
|
2025
Q1 | $5.02M | Buy |
49,630
+11,998
| +32% | +$1.21M | 0.01% | 787 |
|
|
2024
Q4 | $4.25M | Sell |
37,632
-226
| -0.6% | -$25.5K | 0.01% | 922 |
|
|
2024
Q3 | $3.98M | Buy |
37,858
+1,579
| +4% | +$166K | 0.01% | 988 |
|
|
2024
Q2 | $3.03M | Buy |
36,279
+3,432
| +10% | +$286K | 0.01% | 1079 |
|
|
2024
Q1 | $2.85M | Hold |
32,847
| – | – | 0.01% | 1074 |
|
|
2023
Q4 | $2.74M | Sell |
32,847
-480
| -1% | -$40K | 0.01% | 1085 |
|
|
2023
Q3 | $2.07M | Buy |
33,327
+2,300
| +7% | +$143K | 0.01% | 1189 |
|
|
2023
Q2 | $1.89M | Sell |
31,027
-3,054
| -9% | -$186K | ﹤0.01% | 1234 |
|
|
2023
Q1 | $1.97M | Sell |
34,081
-978
| -3% | -$56.4K | ﹤0.01% | 1240 |
|
|
2022
Q4 | $2.93M | Buy |
35,059
+5,914
| +20% | +$494K | 0.01% | 1022 |
|
|
2022
Q3 | $2.46M | Buy |
29,145
+2,654
| +10% | +$224K | 0.01% | 1063 |
|
|
2022
Q2 | $2.28M | Buy |
26,491
+3,055
| +13% | +$263K | 0.01% | 1102 |
|
|
2022
Q1 | $2.34M | Buy |
23,436
+1,581
| +7% | +$158K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $2.32M | Buy |
21,855
+1,539
| +8% | +$163K | ﹤0.01% | 1119 |
|
|
2021
Q3 | $1.98M | Buy |
+20,316
| New | +$1.98M | ﹤0.01% | 1187 |
|
|
2021
Q2 | – | Sell |
-16,898
| Closed | -$1.56M | – | 2584 |
|
|
2021
Q1 | $1.56M | Sell |
16,898
-1,693
| -9% | -$156K | ﹤0.01% | 1295 |
|
|
2020
Q4 | $1.28M | Sell |
18,591
-2,100
| -10% | -$145K | ﹤0.01% | 1386 |
|
|
2020
Q3 | $1.01M | Sell |
20,691
-1,111
| -5% | -$54.4K | ﹤0.01% | 1396 |
|
|
2020
Q2 | $1.12M | Sell |
21,802
-980
| -4% | -$50.5K | ﹤0.01% | 1380 |
|
|
2020
Q1 | $1.06M | Buy |
22,782
+1,527
| +7% | +$70.8K | ﹤0.01% | 1261 |
|
|
2019
Q4 | $1.45M | Buy |
+21,255
| New | +$1.45M | ﹤0.01% | 1318 |
|
|
2019
Q3 | – | Sell |
-26,261
| Closed | -$1.73M | – | 2218 |
|
|
2019
Q2 | $1.73M | Sell |
26,261
-1,255
| -5% | -$82.5K | ﹤0.01% | 1259 |
|
|
2019
Q1 | $1.76M | Buy |
27,516
+830
| +3% | +$53.1K | ﹤0.01% | 1122 |
|
|
2018
Q4 | $1.51M | Buy |
26,686
+1,543
| +6% | +$87.3K | ﹤0.01% | 1188 |
|
|
2018
Q3 | $1.78M | Sell |
25,143
-1,126
| -4% | -$79.8K | ﹤0.01% | 1242 |
|
|
2018
Q2 | $2M | Hold |
26,269
| – | – | ﹤0.01% | 1179 |
|
|
2018
Q1 | $1.9M | Hold |
26,269
| – | – | ﹤0.01% | 1181 |
|
|
2017
Q4 | $1.89M | Buy |
26,269
+1,230
| +5% | +$88.4K | ﹤0.01% | 1214 |
|
|
2017
Q3 | $1.86M | Sell |
25,039
-426
| -2% | -$31.6K | ﹤0.01% | 1208 |
|
|
2017
Q2 | $1.91M | Buy |
25,465
+157
| +0.6% | +$11.7K | 0.01% | 1184 |
|
|
2017
Q1 | $1.9M | Buy |
25,308
+834
| +3% | +$62.7K | 0.01% | 1174 |
|
|
2016
Q4 | $1.89M | Sell |
24,474
-33,513
| -58% | -$2.59M | 0.01% | 1125 |
|
|
2016
Q3 | $3.45M | Buy |
57,987
+3,943
| +7% | +$234K | 0.01% | 785 |
|
|
2016
Q2 | $2.87M | Buy |
54,044
+49,958
| +1,223% | +$2.66M | 0.01% | 840 |
|
|
2016
Q1 | $211K | Hold |
4,086
| – | – | ﹤0.01% | 1284 |
|
|
2015
Q4 | $190K | Hold |
4,086
| – | – | ﹤0.01% | 1315 |
|
|
2015
Q3 | $208K | Hold |
4,086
| – | – | ﹤0.01% | 1233 |
|
|
2015
Q2 | $233K | Hold |
4,086
| – | – | ﹤0.01% | 1293 |
|
|
2015
Q1 | $215K | Hold |
4,086
| – | – | ﹤0.01% | 1310 |
|
|
2014
Q4 | $232K | Hold |
4,086
| – | – | ﹤0.01% | 1231 |
|
|
2014
Q3 | $224K | Buy |
4,086
+1,510
| +59% | +$82.8K | ﹤0.01% | 1181 |
|
|
2014
Q2 | $163K | Hold |
2,576
| – | – | ﹤0.01% | 1259 |
|
|
2014
Q1 | $165K | Hold |
2,576
| – | – | ﹤0.01% | 1197 |
|
|
2013
Q4 | $167K | Buy |
+2,576
| New | +$167K | ﹤0.01% | 1180 |
|