Central Trust Company’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 | $17.5K | Sell |
166
-245
| -60% | -$25.8K | ﹤0.01% | 1013 |
|
|
2025
Q1 | $41.6K | Sell |
411
-500
| -55% | -$50.6K | ﹤0.01% | 828 |
|
|
2024
Q4 | $103K | Sell |
911
-206
| -18% | -$23.2K | ﹤0.01% | 652 |
|
|
2024
Q3 | $117K | Sell |
1,117
-262
| -19% | -$27.5K | ﹤0.01% | 630 |
|
|
2024
Q2 | $115K | Sell |
1,379
-728
| -35% | -$60.7K | ﹤0.01% | 626 |
|
|
2024
Q1 | $183K | Hold |
2,107
| – | – | ﹤0.01% | 576 |
|
|
2023
Q4 | $176K | Sell |
2,107
-201
| -9% | -$16.8K | ﹤0.01% | 570 |
|
|
2023
Q3 | $143K | Sell |
2,308
-265
| -10% | -$16.4K | ﹤0.01% | 604 |
|
|
2023
Q2 | $157K | Sell |
2,573
-1,344
| -34% | -$81.9K | ﹤0.01% | 591 |
|
|
2023
Q1 | $226K | Hold |
3,917
| – | – | 0.01% | 525 |
|
|
2022
Q4 | $327K | Hold |
3,917
| – | – | 0.01% | 449 |
|
|
2022
Q3 | $330K | Hold |
3,917
| – | – | 0.01% | 440 |
|
|
2022
Q2 | $337K | Hold |
3,917
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $381K | Hold |
3,917
| – | – | 0.01% | 456 |
|
|
2021
Q4 | $416K | Sell |
3,917
-157
| -4% | -$16.7K | 0.01% | 465 |
|
|
2021
Q3 | $394K | Hold |
4,074
| – | – | 0.01% | 447 |
|
|
2021
Q2 | $379K | Hold |
4,074
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $376K | Sell |
4,074
-400
| -9% | -$36.9K | 0.01% | 420 |
|
|
2020
Q4 | $309K | Sell |
4,474
-310
| -6% | -$21.4K | 0.01% | 423 |
|
|
2020
Q3 | $234K | Hold |
4,784
| – | – | 0.01% | 431 |
|
|
2020
Q2 | $247K | Hold |
4,784
| – | – | 0.01% | 412 |
|
|
2020
Q1 | $222K | Hold |
4,784
| – | – | 0.01% | 405 |
|
|
2019
Q4 | $328K | Sell |
4,784
-345
| -7% | -$23.7K | 0.02% | 395 |
|
|
2019
Q3 | $331K | Hold |
5,129
| – | – | 0.02% | 376 |
|
|
2019
Q2 | $334K | Hold |
5,129
| – | – | 0.02% | 380 |
|
|
2019
Q1 | $328K | Hold |
5,129
| – | – | 0.02% | 371 |
|
|
2018
Q4 | $313K | Hold |
5,129
| – | – | 0.02% | 371 |
|
|
2018
Q3 | $364K | Hold |
5,129
| – | – | 0.02% | 371 |
|
|
2018
Q2 | $391K | Sell |
5,129
-200
| -4% | -$15.2K | 0.02% | 367 |
|
|
2018
Q1 | $386K | Hold |
5,329
| – | – | 0.02% | 369 |
|
|
2017
Q4 | $383K | Hold |
5,329
| – | – | 0.02% | 374 |
|
|
2017
Q3 | $397K | Hold |
5,329
| – | – | 0.03% | 354 |
|
|
2017
Q2 | $399K | Hold |
5,329
| – | – | 0.03% | 344 |
|
|
2017
Q1 | $401K | Sell |
5,329
-350
| -6% | -$26.3K | 0.03% | 331 |
|
|
2016
Q4 | $438K | Sell |
5,679
-1,000
| -15% | -$77.1K | 0.03% | 316 |
|
|
2016
Q3 | $397K | Sell |
6,679
-1,000
| -13% | -$59.4K | 0.03% | 312 |
|
|
2016
Q2 | $409K | Sell |
7,679
-323
| -4% | -$17.2K | 0.03% | 317 |
|
|
2016
Q1 | $413K | Buy |
8,002
+4,734
| +145% | +$244K | 0.03% | 310 |
|
|
2015
Q4 | $152K | Sell |
3,268
-2,189
| -40% | -$102K | 0.01% | 467 |
|
|
2015
Q3 | $277K | Sell |
5,457
-1,745
| -24% | -$88.6K | 0.02% | 368 |
|
|
2015
Q2 | $411K | Sell |
7,202
-2,743
| -28% | -$157K | 0.03% | 326 |
|
|
2015
Q1 | $526K | Buy |
9,945
+7,000
| +238% | +$370K | 0.04% | 287 |
|
|
2014
Q4 | $168K | Buy |
+2,945
| New | +$168K | 0.01% | 441 |
|