CAPTRUST Financial Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49M | Sell |
465,908
-1,737
| -0.4% | -$183K | 0.11% | 165 |
|
|
2025
Q1 | $47.3M | Buy |
467,645
+6,614
| +1% | +$669K | 0.12% | 162 |
|
|
2024
Q4 | $52M | Buy |
461,031
+68,634
| +17% | +$7.75M | 0.15% | 130 |
|
|
2024
Q3 | $41.2M | Buy |
392,397
+282,783
| +258% | +$29.7M | 0.12% | 147 |
|
|
2024
Q2 | $9.14M | Buy |
109,614
+747
| +0.7% | +$62.3K | 0.03% | 372 |
|
|
2024
Q1 | $9.47M | Sell |
108,867
-9,262
| -8% | -$806K | 0.03% | 355 |
|
|
2023
Q4 | $9.87M | Sell |
118,129
-149
| -0.1% | -$12.4K | 0.03% | 374 |
|
|
2023
Q3 | $7.34M | Sell |
118,278
-1,266
| -1% | -$78.6K | 0.03% | 402 |
|
|
2023
Q2 | $7.28M | Sell |
119,544
-460
| -0.4% | -$28K | 0.03% | 389 |
|
|
2023
Q1 | $6.93M | Sell |
120,004
-2,184
| -2% | -$126K | 0.03% | 375 |
|
|
2022
Q4 | $10.2M | Buy |
122,188
+79
| +0.1% | +$6.6K | 0.05% | 295 |
|
|
2022
Q3 | $10.3M | Buy |
122,109
+121,083
| +11,801% | +$10.2M | 0.06% | 260 |
|
|
2022
Q2 | $89K | Buy |
1,026
+453
| +79% | +$39.3K | ﹤0.01% | 2288 |
|
|
2022
Q1 | $56K | Sell |
573
-90
| -14% | -$8.8K | ﹤0.01% | 2708 |
|
|
2021
Q4 | $71K | Buy |
663
+297
| +81% | +$31.8K | ﹤0.01% | 2409 |
|
|
2021
Q3 | $36K | Sell |
366
-1,829
| -83% | -$180K | ﹤0.01% | 2801 |
|
|
2021
Q2 | $205K | Sell |
2,195
-697
| -24% | -$65.1K | ﹤0.01% | 1504 |
|
|
2021
Q1 | $268K | Sell |
2,892
-206
| -7% | -$19.1K | ﹤0.01% | 1293 |
|
|
2020
Q4 | $215K | Buy |
3,098
+424
| +16% | +$29.4K | ﹤0.01% | 1159 |
|
|
2020
Q3 | $132K | Buy |
2,674
+184
| +7% | +$9.08K | ﹤0.01% | 1221 |
|
|
2020
Q2 | $121K | Buy |
2,490
+262
| +12% | +$12.7K | ﹤0.01% | 1261 |
|
|
2020
Q1 | $97K | Sell |
2,228
-1,757
| -44% | -$76.5K | ﹤0.01% | 1135 |
|
|
2019
Q4 | $275K | Buy |
3,985
+2,413
| +153% | +$167K | ﹤0.01% | 871 |
|
|
2019
Q3 | $102K | Buy |
1,572
+314
| +25% | +$20.4K | ﹤0.01% | 772 |
|
|
2019
Q2 | $83K | Sell |
1,258
-4
| -0.3% | -$264 | ﹤0.01% | 814 |
|
|
2019
Q1 | $81K | Buy |
1,262
+362
| +40% | +$23.2K | ﹤0.01% | 766 |
|
|
2018
Q4 | $55K | Sell |
900
-1
| -0.1% | -$61 | ﹤0.01% | 757 |
|
|
2018
Q3 | $64K | Buy |
+901
| New | +$64K | ﹤0.01% | 713 |
|