Charles Schwab’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 | $84.7M | Sell |
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|
2025
Q1 | $82.3M | Buy |
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|
2024
Q4 | $63.6M | Sell |
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|
2024
Q3 | $61M | Buy |
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|
2024
Q2 | $46.4M | Buy |
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|
2024
Q1 | $47.9M | Buy |
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|
2023
Q4 | $44M | Buy |
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|
2023
Q3 | $31.7M | Buy |
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|
2023
Q2 | $30.6M | Buy |
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|
2023
Q1 | $27.9M | Buy |
|
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|
2022
Q4 | $39.9M | Buy |
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|
2022
Q3 | $39M | Buy |
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|
2022
Q2 | $37M | Buy |
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|
2022
Q1 | $41.4M | Buy |
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|
2021
Q4 | $43.9M | Buy |
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|
2021
Q3 | $39.5M | Sell |
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|
2021
Q2 | $38.1M | Buy |
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|
2021
Q1 | $37.4M | Buy |
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|
2020
Q4 | $27.9M | Buy |
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|
2020
Q3 | $19.8M | Sell |
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|
2020
Q2 | $20.9M | Sell |
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|
2020
Q1 | $18.9M | Buy |
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|
2019
Q4 | $24.4M | Buy |
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|
2019
Q3 | $22.5M | Buy |
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|
2019
Q2 | $22.3M | Buy |
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|
2019
Q1 | $21.4M | Buy |
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|
2018
Q4 | $19.2M | Buy |
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|
2018
Q3 | $22.3M | Buy |
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|
2018
Q2 | $22.4M | Buy |
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|
2018
Q1 | $20M | Buy |
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|
2017
Q4 | $18.9M | Buy |
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|
2017
Q3 | $18.6M | Buy |
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|
2017
Q2 | $18M | Buy |
|
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|
2017
Q1 | $16.3M | Buy |
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|
2016
Q4 | $15.5M | Buy |
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|
2016
Q3 | $11.1M | Buy |
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|
2016
Q2 | $9.21M | Buy |
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|
2016
Q1 | $8.38M | Buy |
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|
2015
Q4 | $7.35M | Buy |
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|
2015
Q3 | $7.58M | Buy |
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|
2015
Q2 | $7.89M | Buy |
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|
2015
Q1 | $6.85M | Buy |
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|
2014
Q4 | $6.76M | Buy |
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|
2014
Q3 | $6.27M | Sell |
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|
2014
Q2 | $7.29M | Sell |
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|
2014
Q1 | $8M | Sell |
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|
2013
Q4 | $9.58M | Buy |
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|
2013
Q3 | $7.91M | Buy |
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|
2013
Q2 | $5.41M | Buy |
|