Crossmark Global Holdings’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 | $291K | Sell |
2,764
-1,020
| -27% | -$107K | ﹤0.01% | 1114 |
|
|
2025
Q1 | $383K | Buy |
3,784
+150
| +4% | +$15.2K | 0.01% | 978 |
|
|
2024
Q4 | $410K | Buy |
3,634
+186
| +5% | +$21K | 0.01% | 921 |
|
|
2024
Q3 | $362K | Buy |
+3,448
| New | +$362K | 0.01% | 996 |
|
|
2024
Q2 | – | Sell |
-2,752
| Closed | -$239K | – | 1343 |
|
|
2024
Q1 | $239K | Buy |
2,752
+106
| +4% | +$9.21K | ﹤0.01% | 1203 |
|
|
2023
Q4 | $221K | Buy |
+2,646
| New | +$221K | ﹤0.01% | 1207 |
|
|
2023
Q3 | – | Sell |
-2,954
| Closed | -$209K | – | 1316 |
|
|
2023
Q2 | $209K | Buy |
+2,954
| New | +$209K | ﹤0.01% | 1237 |
|
|
2023
Q1 | – | Sell |
-2,731
| Closed | -$228K | – | 1316 |
|
|
2022
Q4 | $228K | Sell |
2,731
-632
| -19% | -$52.8K | 0.01% | 1131 |
|
|
2022
Q3 | $283K | Buy |
3,363
+133
| +4% | +$11.2K | 0.01% | 1018 |
|
|
2022
Q2 | $278K | Sell |
3,230
-270
| -8% | -$23.2K | 0.01% | 1061 |
|
|
2022
Q1 | $340K | Buy |
3,500
+90
| +3% | +$8.74K | 0.01% | 1083 |
|
|
2021
Q4 | $362K | Sell |
3,410
-410
| -11% | -$43.5K | 0.01% | 1059 |
|
|
2021
Q3 | $369K | Sell |
3,820
-190
| -5% | -$18.4K | 0.01% | 1074 |
|
|
2021
Q2 | $373K | Sell |
4,010
-240
| -6% | -$22.3K | 0.01% | 1069 |
|
|
2021
Q1 | $392K | Buy |
4,250
+80
| +2% | +$7.38K | 0.01% | 1027 |
|
|
2020
Q4 | $288K | Buy |
+4,170
| New | +$288K | 0.01% | 1118 |
|
|
2020
Q2 | – | Sell |
-4,580
| Closed | -$212K | – | 1375 |
|
|
2020
Q1 | $212K | Sell |
4,580
-160
| -3% | -$7.41K | 0.01% | 1029 |
|
|
2019
Q4 | $325K | Sell |
4,740
-1,500
| -24% | -$103K | 0.01% | 1068 |
|
|
2019
Q3 | $403K | Sell |
6,240
-310
| -5% | -$20K | 0.01% | 889 |
|
|
2019
Q2 | $431K | Sell |
6,550
-643
| -9% | -$42.3K | 0.01% | 884 |
|
|
2019
Q1 | $461K | Buy |
7,193
+10
| +0.1% | +$641 | 0.01% | 859 |
|
|
2018
Q4 | $438K | Buy |
7,183
+2,410
| +50% | +$147K | 0.01% | 832 |
|
|
2018
Q3 | $338K | Sell |
4,773
-270
| -5% | -$19.1K | 0.01% | 1227 |
|
|
2018
Q2 | $384K | Buy |
5,043
+420
| +9% | +$32K | 0.01% | 1131 |
|
|
2018
Q1 | $335K | Buy |
4,623
+37
| +0.8% | +$2.68K | 0.01% | 1191 |
|
|
2017
Q4 | $330K | Sell |
4,586
-87
| -2% | -$6.26K | 0.01% | 1310 |
|
|
2017
Q3 | $348K | Buy |
+4,673
| New | +$348K | 0.01% | 1211 |
|
|
2016
Q3 | $348K | Buy |
+4,673
| New | +$348K | 0.01% | 1211 |
|