Commonwealth Equity Services’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 | $461K | Buy |
4,387
+62
| +1% | +$6.52K | ﹤0.01% | 3211 |
|
|
2025
Q1 | $437K | Buy |
4,325
+665
| +18% | +$67.2K | ﹤0.01% | 3136 |
|
|
2024
Q4 | $413K | Buy |
3,660
+24
| +0.7% | +$2.71K | ﹤0.01% | 3131 |
|
|
2024
Q3 | $382K | Sell |
3,636
-3,023
| -45% | -$318K | ﹤0.01% | 3134 |
|
|
2024
Q2 | $556K | Buy |
6,659
+2,538
| +62% | +$212K | ﹤0.01% | 2745 |
|
|
2024
Q1 | $359K | Buy |
4,121
+396
| +11% | +$34.5K | ﹤0.01% | 3106 |
|
|
2023
Q4 | $311K | Buy |
3,725
+12
| +0.3% | +$1K | ﹤0.01% | 3140 |
|
|
2023
Q3 | $230K | Sell |
3,713
-3
| -0.1% | -$186 | ﹤0.01% | 3262 |
|
|
2023
Q2 | $226K | Sell |
3,716
-1
| -0% | -$61 | ﹤0.01% | 3300 |
|
|
2023
Q1 | $214 | Sell |
3,717
-44
| -1% | -$3 | ﹤0.01% | 3258 |
|
|
2022
Q4 | $314K | Sell |
3,761
-239
| -6% | -$20K | ﹤0.01% | 2832 |
|
|
2022
Q3 | $337K | Buy |
4,000
+1,366
| +52% | +$115K | ﹤0.01% | 2730 |
|
|
2022
Q2 | $226K | Buy |
2,634
+6
| +0.2% | +$515 | ﹤0.01% | 3091 |
|
|
2022
Q1 | $255K | Buy |
2,628
+4
| +0.2% | +$388 | ﹤0.01% | 3108 |
|
|
2021
Q4 | $278K | Buy |
2,624
+3
| +0.1% | +$318 | ﹤0.01% | 3045 |
|
|
2021
Q3 | $253K | Sell |
2,621
-121
| -4% | -$11.7K | ﹤0.01% | 3074 |
|
|
2021
Q2 | $255K | Sell |
2,742
-231
| -8% | -$21.5K | ﹤0.01% | 3052 |
|
|
2021
Q1 | $274K | Buy |
+2,973
| New | +$274K | ﹤0.01% | 2854 |
|