Federation des caisses Desjardins du Quebec’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 | $4.14M | Buy |
39,341
+23,198
| +144% | +$2.44M | 0.02% | 442 |
|
2025
Q1 | $1.63M | Buy |
16,143
+2,674
| +20% | +$271K | 0.01% | 678 |
|
2024
Q4 | $1.52M | Sell |
13,469
-5,060
| -27% | -$570K | 0.01% | 676 |
|
2024
Q3 | $1.95M | Hold |
18,529
| – | – | 0.01% | 592 |
|
2024
Q2 | $1.55M | Sell |
18,529
-4,100
| -18% | -$342K | 0.01% | 620 |
|
2024
Q1 | $1.89M | Hold |
22,629
| – | – | 0.01% | 541 |
|
2023
Q4 | $1.89M | Hold |
22,629
| – | – | 0.02% | 445 |
|
2023
Q3 | $1.4M | Hold |
22,629
| – | – | 0.01% | 486 |
|
2023
Q2 | $1.38M | Hold |
22,629
| – | – | 0.01% | 525 |
|
2023
Q1 | $1.31M | Buy |
22,629
+120
| +0.5% | +$6.93K | 0.01% | 515 |
|
2022
Q4 | $1.88M | Buy |
22,509
+1,600
| +8% | +$134K | 0.02% | 385 |
|
2022
Q3 | $1.76M | Sell |
20,909
-900
| -4% | -$75.9K | 0.02% | 415 |
|
2022
Q2 | $1.88M | Hold |
21,809
| – | – | 0.02% | 405 |
|
2022
Q1 | $2.12M | Hold |
21,809
| – | – | 0.02% | 421 |
|
2021
Q4 | $2.31M | Sell |
21,809
-9,600
| -31% | -$1.02M | 0.02% | 413 |
|
2021
Q3 | $3.03M | Sell |
31,409
-3,300
| -10% | -$319K | 0.03% | 354 |
|
2021
Q2 | $3.23M | Sell |
34,709
-491
| -1% | -$45.6K | 0.03% | 357 |
|
2021
Q1 | $3.25M | Sell |
35,200
-12,300
| -26% | -$1.14M | 0.04% | 346 |
|
2020
Q4 | $3.28M | Sell |
47,500
-21,700
| -31% | -$1.5M | 0.04% | 327 |
|
2020
Q3 | $3.4M | Buy |
69,200
+19,400
| +39% | +$953K | 0.05% | 291 |
|
2020
Q2 | $2.58M | Sell |
49,800
-20,100
| -29% | -$1.04M | 0.04% | 326 |
|
2020
Q1 | $3.28M | Buy |
69,900
+22,400
| +47% | +$1.05M | 0.06% | 246 |
|
2019
Q4 | $3.26M | Buy |
47,500
+9,600
| +25% | +$658K | 0.05% | 313 |
|
2019
Q3 | $2.45M | Sell |
37,900
-500
| -1% | -$32.3K | 0.04% | 364 |
|
2019
Q2 | $2.52M | Buy |
38,400
+17,977
| +88% | +$1.18M | 0.04% | 352 |
|
2019
Q1 | $1.31M | Buy |
20,423
+16,544
| +427% | +$1.06M | 0.02% | 526 |
|
2018
Q4 | $236K | Buy |
3,879
+244
| +7% | +$14.9K | ﹤0.01% | 929 |
|
2018
Q3 | $258K | Buy |
3,635
+315
| +9% | +$22.3K | ﹤0.01% | 959 |
|
2018
Q2 | $253K | Buy |
+3,320
| New | +$253K | ﹤0.01% | 988 |
|
2018
Q1 | – | Sell |
-3,476
| Closed | -$250K | – | 2219 |
|
2017
Q4 | $250K | Buy |
3,476
+270
| +8% | +$19.4K | ﹤0.01% | 983 |
|
2017
Q3 | $239K | Buy |
3,206
+697
| +28% | +$51.9K | ﹤0.01% | 976 |
|
2017
Q2 | $187K | Buy |
2,509
+98
| +4% | +$7.32K | ﹤0.01% | 1022 |
|
2017
Q1 | $181K | Buy |
+2,411
| New | +$181K | ﹤0.01% | 925 |
|