Creative Planning’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 | $7.56M | Buy |
71,860
+783
| +1% | +$82.3K | 0.01% | 607 |
|
|
2025
Q1 | $7.19M | Buy |
71,077
+20,720
| +41% | +$2.09M | 0.01% | 594 |
|
|
2024
Q4 | $5.68M | Buy |
50,357
+19,031
| +61% | +$2.15M | 0.01% | 621 |
|
|
2024
Q3 | $3.29M | Sell |
31,326
-8,331
| -21% | -$876K | ﹤0.01% | 813 |
|
|
2024
Q2 | $3.31M | Buy |
39,657
+2,453
| +7% | +$205K | ﹤0.01% | 780 |
|
|
2024
Q1 | $3.24M | Buy |
37,204
+223
| +0.6% | +$19.4K | ﹤0.01% | 769 |
|
|
2023
Q4 | $3.09M | Buy |
36,981
+2,801
| +8% | +$234K | 0.01% | 730 |
|
|
2023
Q3 | $2.12M | Buy |
34,180
+1,254
| +4% | +$77.8K | ﹤0.01% | 826 |
|
|
2023
Q2 | $2.01M | Buy |
32,926
+7,649
| +30% | +$466K | ﹤0.01% | 812 |
|
|
2023
Q1 | $1.46M | Buy |
25,277
+8,236
| +48% | +$475K | ﹤0.01% | 902 |
|
|
2022
Q4 | $1.42M | Buy |
17,041
+1,147
| +7% | +$95.8K | ﹤0.01% | 868 |
|
|
2022
Q3 | $1.34M | Buy |
15,894
+216
| +1% | +$18.2K | ﹤0.01% | 837 |
|
|
2022
Q2 | $1.35M | Buy |
15,678
+13
| +0.1% | +$1.12K | ﹤0.01% | 847 |
|
|
2022
Q1 | $1.52M | Buy |
15,665
+761
| +5% | +$73.9K | ﹤0.01% | 810 |
|
|
2021
Q4 | $1.58M | Buy |
14,904
+1,529
| +11% | +$162K | ﹤0.01% | 771 |
|
|
2021
Q3 | $1.29M | Buy |
13,375
+21
| +0.2% | +$2.03K | ﹤0.01% | 836 |
|
|
2021
Q2 | $1.24M | Sell |
13,354
-3,059
| -19% | -$285K | ﹤0.01% | 844 |
|
|
2021
Q1 | $1.52M | Sell |
16,413
-1,326
| -7% | -$122K | ﹤0.01% | 825 |
|
|
2020
Q4 | $1.22M | Buy |
17,739
+954
| +6% | +$65.8K | ﹤0.01% | 854 |
|
|
2020
Q3 | $823K | Sell |
16,785
-64
| -0.4% | -$3.14K | ﹤0.01% | 877 |
|
|
2020
Q2 | $869K | Sell |
16,849
-104
| -0.6% | -$5.36K | ﹤0.01% | 783 |
|
|
2020
Q1 | $786K | Buy |
16,953
+1,419
| +9% | +$65.8K | ﹤0.01% | 736 |
|
|
2019
Q4 | $1.07M | Buy |
15,534
+436
| +3% | +$29.9K | ﹤0.01% | 757 |
|
|
2019
Q3 | $975K | Sell |
15,098
-749
| -5% | -$48.4K | ﹤0.01% | 770 |
|
|
2019
Q2 | $1.04M | Sell |
15,847
-270
| -2% | -$17.8K | ﹤0.01% | 741 |
|
|
2019
Q1 | $1.03M | Buy |
16,117
+288
| +2% | +$18.4K | ﹤0.01% | 723 |
|
|
2018
Q4 | $965K | Buy |
15,829
+2,097
| +15% | +$128K | ﹤0.01% | 680 |
|
|
2018
Q3 | $974K | Buy |
13,732
+65
| +0.5% | +$4.61K | ﹤0.01% | 770 |
|
|
2018
Q2 | $1.04M | Sell |
13,667
-2,281
| -14% | -$174K | ﹤0.01% | 722 |
|
|
2018
Q1 | $1.15M | Buy |
15,948
+4,015
| +34% | +$291K | ﹤0.01% | 655 |
|
|
2017
Q4 | $858K | Buy |
11,933
+427
| +4% | +$30.7K | ﹤0.01% | 808 |
|
|
2017
Q3 | $857K | Buy |
11,506
+254
| +2% | +$18.9K | ﹤0.01% | 786 |
|
|
2017
Q2 | $842K | Buy |
11,252
+1,058
| +10% | +$79.2K | ﹤0.01% | 765 |
|
|
2017
Q1 | $768K | Buy |
10,194
+56
| +0.6% | +$4.22K | ﹤0.01% | 769 |
|
|
2016
Q4 | $782K | Sell |
10,138
-95
| -0.9% | -$7.33K | ﹤0.01% | 720 |
|
|
2016
Q3 | $608K | Sell |
10,233
-17
| -0.2% | -$1.01K | ﹤0.01% | 792 |
|
|
2016
Q2 | $545K | Sell |
10,250
-774
| -7% | -$41.2K | ﹤0.01% | 729 |
|
|
2016
Q1 | $569K | Sell |
11,024
-35
| -0.3% | -$1.81K | ﹤0.01% | 702 |
|
|
2015
Q4 | $515K | Hold |
11,059
| – | – | ﹤0.01% | 738 |
|
|
2015
Q3 | $562K | Hold |
11,059
| – | – | 0.01% | 693 |
|
|
2015
Q2 | $631K | Sell |
11,059
-17
| -0.2% | -$970 | 0.01% | 599 |
|
|
2015
Q1 | $586K | Buy |
11,076
+571
| +5% | +$30.2K | 0.01% | 673 |
|
|
2014
Q4 | $598K | Sell |
10,505
-29
| -0.3% | -$1.65K | 0.01% | 623 |
|
|
2014
Q3 | $575K | Buy |
10,534
+33
| +0.3% | +$1.8K | 0.01% | 600 |
|
|
2014
Q2 | $666K | Hold |
10,501
| – | – | 0.01% | 532 |
|
|
2014
Q1 | $679K | Sell |
10,501
-16
| -0.2% | -$1.04K | 0.01% | 509 |
|
|
2013
Q4 | $676K | Sell |
10,517
-17
| -0.2% | -$1.09K | 0.01% | 432 |
|
|
2013
Q3 | $572K | Buy |
10,534
+242
| +2% | +$13.1K | 0.01% | 412 |
|
|
2013
Q2 | $573K | Buy |
+10,292
| New | +$573K | 0.01% | 373 |
|