CI Investments Inc’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 | $52K | Buy |
496
+138
| +39% | +$14.5K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $36K | Sell |
358
-46
| -11% | -$4.63K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $46K | Buy |
+404
| New | +$46K | ﹤0.01% | 1044 |
|
|
2023
Q4 | – | Sell |
-398
| Closed | -$25K | – | 1327 |
|
|
2023
Q3 | $25K | Sell |
398
-5
| -1% | -$314 | ﹤0.01% | 1078 |
|
|
2023
Q2 | $25K | Sell |
403
-20
| -5% | -$1.24K | ﹤0.01% | 1069 |
|
|
2023
Q1 | $24K | Buy |
423
+33
| +8% | +$1.87K | ﹤0.01% | 1035 |
|
|
2022
Q4 | $33K | Buy |
390
+76
| +24% | +$6.43K | ﹤0.01% | 1014 |
|
|
2022
Q3 | $26K | Sell |
314
-19
| -6% | -$1.57K | ﹤0.01% | 975 |
|
|
2022
Q2 | $29K | Sell |
333
-254
| -43% | -$22.1K | ﹤0.01% | 915 |
|
|
2022
Q1 | $57K | Hold |
587
| – | – | ﹤0.01% | 942 |
|
|
2021
Q4 | $62K | Buy |
587
+22
| +4% | +$2.32K | ﹤0.01% | 976 |
|
|
2021
Q3 | $55K | Buy |
565
+30
| +6% | +$2.92K | ﹤0.01% | 958 |
|
|
2021
Q2 | $50K | Buy |
535
+205
| +62% | +$19.2K | ﹤0.01% | 962 |
|
|
2021
Q1 | $30K | Hold |
330
| – | – | ﹤0.01% | 937 |
|
|
2020
Q4 | $23K | Buy |
330
+31
| +10% | +$2.16K | ﹤0.01% | 915 |
|
|
2020
Q3 | $15K | Buy |
+299
| New | +$15K | ﹤0.01% | 881 |
|