First Horizon Advisors’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 | $60.2K | Sell |
572
-20
| -3% | -$2.1K | ﹤0.01% | 905 |
|
|
2025
Q1 | $59.9K | Buy |
592
+11
| +2% | +$1.11K | ﹤0.01% | 861 |
|
|
2024
Q4 | $65.6K | Hold |
581
| – | – | ﹤0.01% | 842 |
|
|
2024
Q3 | $61.1K | Hold |
581
| – | – | ﹤0.01% | 895 |
|
|
2024
Q2 | $48.5K | Buy |
581
+34
| +6% | +$2.84K | ﹤0.01% | 935 |
|
|
2024
Q1 | $47.6K | Buy |
547
+46
| +9% | +$4K | ﹤0.01% | 971 |
|
|
2023
Q4 | $41.9K | Buy |
501
+101
| +25% | +$8.44K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $24.8K | Buy |
400
+72
| +22% | +$4.47K | ﹤0.01% | 1155 |
|
|
2023
Q2 | $20K | Hold |
328
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q1 | $18.9K | Buy |
328
+91
| +38% | +$5.25K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $19.8K | Hold |
237
| – | – | ﹤0.01% | 1257 |
|
|
2022
Q3 | $19K | Sell |
237
-47
| -17% | -$3.77K | ﹤0.01% | 1256 |
|
|
2022
Q2 | $24K | Buy |
+284
| New | +$24K | ﹤0.01% | 1230 |
|
|
2022
Q1 | – | Sell |
-297
| Closed | -$31K | – | 2279 |
|
|
2021
Q4 | $31K | Hold |
297
| – | – | ﹤0.01% | 1122 |
|
|
2021
Q3 | $28K | Sell |
297
-103
| -26% | -$9.71K | ﹤0.01% | 1154 |
|
|
2021
Q2 | $37K | Hold |
400
| – | – | ﹤0.01% | 895 |
|
|
2021
Q1 | $36K | Sell |
400
-195
| -33% | -$17.6K | ﹤0.01% | 866 |
|
|
2020
Q4 | $41K | Hold |
595
| – | – | ﹤0.01% | 673 |
|
|
2020
Q3 | $29K | Buy |
595
+262
| +79% | +$12.8K | ﹤0.01% | 702 |
|
|
2020
Q2 | $17K | Hold |
333
| – | – | ﹤0.01% | 857 |
|
|
2020
Q1 | $15K | Hold |
333
| – | – | ﹤0.01% | 842 |
|
|
2019
Q4 | $22K | Hold |
333
| – | – | ﹤0.01% | 837 |
|
|
2019
Q3 | $21K | Hold |
333
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $21K | Hold |
333
| – | – | ﹤0.01% | 859 |
|
|
2019
Q1 | $21K | Sell |
333
-92
| -22% | -$5.8K | ﹤0.01% | 824 |
|
|
2018
Q4 | $25K | Hold |
425
| – | – | ﹤0.01% | 716 |
|
|
2018
Q3 | $30K | Hold |
425
| – | – | ﹤0.01% | 740 |
|
|
2018
Q2 | $32K | Hold |
425
| – | – | ﹤0.01% | 728 |
|
|
2018
Q1 | $31K | Hold |
425
| – | – | ﹤0.01% | 646 |
|
|
2017
Q4 | $31K | Sell |
425
-88
| -17% | -$6.42K | ﹤0.01% | 674 |
|
|
2017
Q3 | $38K | Hold |
513
| – | – | ﹤0.01% | 572 |
|
|
2017
Q2 | $35K | Hold |
513
| – | – | ﹤0.01% | 581 |
|
|
2017
Q1 | $37K | Buy |
513
+21
| +4% | +$1.52K | ﹤0.01% | 627 |
|
|
2016
Q4 | $30K | Hold |
492
| – | – | ﹤0.01% | 681 |
|
|
2016
Q3 | $30K | Buy |
492
+102
| +26% | +$6.22K | ﹤0.01% | 674 |
|
|
2016
Q2 | $20K | Sell |
390
-17
| -4% | -$872 | ﹤0.01% | 772 |
|
|
2016
Q1 | $22K | Hold |
407
| – | – | ﹤0.01% | 776 |
|
|
2015
Q4 | $18K | Sell |
407
-502
| -55% | -$22.2K | ﹤0.01% | 770 |
|
|
2015
Q3 | $46K | Sell |
909
-27
| -3% | -$1.37K | 0.01% | 548 |
|
|
2015
Q2 | $53K | Sell |
936
-1,880
| -67% | -$106K | 0.01% | 534 |
|
|
2015
Q1 | $149K | Buy |
2,816
+118
| +4% | +$6.24K | 0.02% | 358 |
|
|
2014
Q4 | $153K | Hold |
2,698
| – | – | 0.02% | 357 |
|
|
2014
Q3 | $147K | Buy |
2,698
+107
| +4% | +$5.83K | 0.02% | 352 |
|
|
2014
Q2 | $159K | Buy |
2,591
+117
| +5% | +$7.18K | 0.02% | 361 |
|
|
2014
Q1 | $159K | Buy |
2,474
+23
| +0.9% | +$1.48K | 0.02% | 340 |
|
|
2013
Q4 | $153K | Hold |
2,451
| – | – | 0.02% | 339 |
|
|
2013
Q3 | $134K | Buy |
2,451
+1,870
| +322% | +$102K | 0.02% | 336 |
|
|
2013
Q2 | $32K | Buy |
+581
| New | +$32K | 0.02% | 268 |
|