Credit Suisse’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $5.38M | Buy |
61,881
+1,426
| +2% | +$124K | 0.01% | 1251 |
|
|
2023
Q4 | $5.05M | Buy |
60,455
+257
| +0.4% | +$21.5K | ﹤0.01% | 1315 |
|
|
2023
Q3 | $3.74M | Sell |
60,198
-1,963
| -3% | -$122K | ﹤0.01% | 1438 |
|
|
2023
Q2 | $3.79M | Buy |
62,161
+18,346
| +42% | +$1.12M | ﹤0.01% | 1506 |
|
|
2023
Q1 | $2.53M | Buy |
43,815
+3,460
| +9% | +$200K | ﹤0.01% | 1718 |
|
|
2022
Q4 | $3.37M | Buy |
40,355
+1,056
| +3% | +$88.2K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $3.31M | Sell |
39,299
-24
| -0.1% | -$2.02K | ﹤0.01% | 1493 |
|
|
2022
Q2 | $3.39M | Sell |
39,323
-486
| -1% | -$41.8K | ﹤0.01% | 1539 |
|
|
2022
Q1 | $3.87M | Sell |
39,809
-5,246
| -12% | -$510K | ﹤0.01% | 1634 |
|
|
2021
Q4 | $4.78M | Sell |
45,055
-110
| -0.2% | -$11.7K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $4.37M | Buy |
45,165
+5,084
| +13% | +$492K | ﹤0.01% | 1619 |
|
|
2021
Q2 | $3.73M | Sell |
40,081
-5,166
| -11% | -$481K | ﹤0.01% | 1742 |
|
|
2021
Q1 | $4.18M | Sell |
45,247
-33,255
| -42% | -$3.07M | ﹤0.01% | 1658 |
|
|
2020
Q4 | $5.42M | Buy |
78,502
+18,042
| +30% | +$1.24M | ﹤0.01% | 1476 |
|
|
2020
Q3 | $2.96M | Sell |
60,460
-5,408
| -8% | -$265K | ﹤0.01% | 1573 |
|
|
2020
Q2 | $3.4M | Buy |
65,868
+24,432
| +59% | +$1.26M | ﹤0.01% | 1519 |
|
|
2020
Q1 | $1.92M | Sell |
41,436
-6,229
| -13% | -$289K | ﹤0.01% | 1685 |
|
|
2019
Q4 | $3.27M | Sell |
47,665
-1,932
| -4% | -$133K | ﹤0.01% | 1698 |
|
|
2019
Q3 | $3.2M | Buy |
49,597
+6,651
| +15% | +$430K | ﹤0.01% | 1625 |
|
|
2019
Q2 | $2.83M | Sell |
42,946
-10,585
| -20% | -$697K | ﹤0.01% | 1706 |
|
|
2019
Q1 | $3.43M | Buy |
53,531
+8,409
| +19% | +$539K | ﹤0.01% | 1577 |
|
|
2018
Q4 | $2.75M | Sell |
45,122
-1,478
| -3% | -$90.1K | ﹤0.01% | 1608 |
|
|
2018
Q3 | $3.3M | Sell |
46,600
-934
| -2% | -$66.2K | ﹤0.01% | 1624 |
|
|
2018
Q2 | $3.62M | Buy |
47,534
+15,137
| +47% | +$1.15M | ﹤0.01% | 1657 |
|
|
2018
Q1 | $2.35M | Sell |
32,397
-10,467
| -24% | -$758K | ﹤0.01% | 1949 |
|
|
2017
Q4 | $3.08M | Sell |
42,864
-18,072
| -30% | -$1.3M | ﹤0.01% | 1742 |
|
|
2017
Q3 | $4.54M | Buy |
60,936
+21,474
| +54% | +$1.6M | ﹤0.01% | 1506 |
|
|
2017
Q2 | $2.95M | Sell |
39,462
-3,156
| -7% | -$236K | ﹤0.01% | 1667 |
|
|
2017
Q1 | $3.21M | Sell |
42,618
-18,282
| -30% | -$1.38M | ﹤0.01% | 1703 |
|
|
2016
Q4 | $4.7M | Buy |
60,900
+27,888
| +84% | +$2.15M | ﹤0.01% | 1464 |
|
|
2016
Q3 | $1.96M | Sell |
33,012
-18,441
| -36% | -$1.1M | ﹤0.01% | 2103 |
|
|
2016
Q2 | $2.74M | Buy |
51,453
+38,576
| +300% | +$2.05M | ﹤0.01% | 1864 |
|
|
2016
Q1 | $665K | Sell |
12,877
-11,334
| -47% | -$585K | ﹤0.01% | 2748 |
|
|
2015
Q4 | $1.13M | Buy |
24,211
+8,166
| +51% | +$380K | ﹤0.01% | 2529 |
|
|
2015
Q3 | $816K | Sell |
16,045
-12,247
| -43% | -$623K | ﹤0.01% | 2811 |
|
|
2015
Q2 | $1.61M | Buy |
28,292
+11,131
| +65% | +$635K | ﹤0.01% | 2498 |
|
|
2015
Q1 | $908K | Sell |
17,161
-1,709
| -9% | -$90.4K | ﹤0.01% | 2801 |
|
|
2014
Q4 | $1.07M | Sell |
18,870
-1,295
| -6% | -$73.6K | ﹤0.01% | 2747 |
|
|
2014
Q3 | $1.1M | Buy |
20,165
+4,725
| +31% | +$258K | ﹤0.01% | 2610 |
|
|
2014
Q2 | $979K | Buy |
15,440
+5,909
| +62% | +$375K | ﹤0.01% | 2906 |
|
|
2014
Q1 | $616K | Sell |
9,531
-2,644
| -22% | -$171K | ﹤0.01% | 3191 |
|
|
2013
Q4 | $782K | Sell |
12,175
-32,234
| -73% | -$2.07M | ﹤0.01% | 3065 |
|
|
2013
Q3 | $2.41M | Buy |
44,409
+35,260
| +385% | +$1.92M | ﹤0.01% | 1905 |
|
|
2013
Q2 | $509K | Buy |
+9,149
| New | +$509K | ﹤0.01% | 2919 |
|