CAPTRUST Financial Advisors’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 | $49M | Sell |
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|
2025
Q1 | $47.3M | Buy |
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|
2024
Q4 | $52M | Buy |
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|
2024
Q3 | $41.2M | Buy |
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|
2024
Q2 | $9.14M | Buy |
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|
2024
Q1 | $9.47M | Sell |
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|
2023
Q4 | $9.87M | Sell |
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|
2023
Q3 | $7.34M | Sell |
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|
2023
Q2 | $7.28M | Sell |
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|
2023
Q1 | $6.93M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $10.3M | Buy |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $56K | Sell |
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|
2021
Q4 | $71K | Buy |
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|
2021
Q3 | $36K | Sell |
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|
2021
Q2 | $205K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $132K | Buy |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $275K | Buy |
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|
2019
Q3 | $102K | Buy |
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|
2019
Q2 | $83K | Sell |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $64K | Buy |
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