Concourse Financial Group Securities’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$1.57K | – | 7916 |
|
|
2024
Q4 | $1.57K | Buy |
13
+1
| +8% | +$121 | ﹤0.01% | 2044 |
|
|
2024
Q3 | $1.27K | Sell |
12
-2
| -14% | -$211 | ﹤0.01% | 2036 |
|
|
2024
Q2 | $1.17K | Sell |
14
-1
| -7% | -$84 | ﹤0.01% | 2101 |
|
|
2024
Q1 | $1.31K | Hold |
15
| – | – | ﹤0.01% | 2102 |
|
|
2023
Q4 | $1.26K | Buy |
15
+9
| +150% | +$755 | ﹤0.01% | 2083 |
|
|
2023
Q3 | $374 | Buy |
+6
| New | +$374 | ﹤0.01% | 2209 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$406 | – | 7757 |
|
|
2023
Q1 | $406 | Sell |
7
-16
| -70% | -$928 | ﹤0.01% | 2262 |
|
|
2022
Q4 | $1.93K | Hold |
23
| – | – | ﹤0.01% | 2037 |
|
|
2022
Q3 | $2K | Buy |
23
+8
| +53% | +$696 | ﹤0.01% | 1824 |
|
|
2022
Q2 | $1K | Sell |
15
-2
| -12% | -$133 | ﹤0.01% | 2141 |
|
|
2022
Q1 | $2K | Sell |
17
-2
| -11% | -$235 | ﹤0.01% | 2053 |
|
|
2021
Q4 | $2K | Buy |
19
+1
| +6% | +$105 | ﹤0.01% | 2225 |
|
|
2021
Q3 | $2K | Sell |
18
-4
| -18% | -$444 | ﹤0.01% | 2247 |
|
|
2021
Q2 | $2K | Buy |
22
+3
| +16% | +$273 | ﹤0.01% | 2221 |
|
|
2021
Q1 | $2K | Buy |
19
+1
| +6% | +$105 | ﹤0.01% | 2166 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 2236 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 5879 |
|
|
2020
Q2 | – | Sell |
-28
| Closed | -$1K | – | 5724 |
|
|
2020
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 2095 |
|
|
2019
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1930 |
|
|
2019
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2037 |
|
|
2019
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2186 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5275 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5093 |
|