Creative Planning’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 | $7.56M | Buy |
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|
2025
Q1 | $7.19M | Buy |
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|
2024
Q4 | $5.68M | Buy |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.31M | Buy |
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|
2024
Q1 | $3.24M | Buy |
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|
2023
Q4 | $3.09M | Buy |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $2.01M | Buy |
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|
2023
Q1 | $1.46M | Buy |
|
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $823K | Sell |
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|
2020
Q2 | $869K | Sell |
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|
2020
Q1 | $786K | Buy |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $975K | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $965K | Buy |
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|
2018
Q3 | $974K | Buy |
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|
2018
Q2 | $1.04M | Sell |
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|
2018
Q1 | $1.15M | Buy |
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|
2017
Q4 | $858K | Buy |
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|
2017
Q3 | $857K | Buy |
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|
2017
Q2 | $842K | Buy |
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|
2017
Q1 | $768K | Buy |
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|
2016
Q4 | $782K | Sell |
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|
2016
Q3 | $608K | Sell |
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|
2016
Q2 | $545K | Sell |
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|
2016
Q1 | $569K | Sell |
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|
2015
Q4 | $515K | Hold |
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|
2015
Q3 | $562K | Hold |
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|
2015
Q2 | $631K | Sell |
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|
2015
Q1 | $586K | Buy |
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|
2014
Q4 | $598K | Sell |
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|
2014
Q3 | $575K | Buy |
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|
2014
Q2 | $666K | Hold |
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|
2014
Q1 | $679K | Sell |
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|
2013
Q4 | $676K | Sell |
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|
2013
Q3 | $572K | Buy |
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|
2013
Q2 | $573K | Buy |
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