Frontier Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $12.6M | Sell |
145,827
-173
| -0.1% | -$14.9K | 0.91% | 23 |
|
|
2022
Q1 | $13.6M | Buy |
146,000
+86,040
| +143% | +$8M | 0.17% | 23 |
|
|
2021
Q4 | $6.36M | Hold |
59,960
| – | – | 0.42% | 52 |
|
|
2021
Q3 | $5.8M | Hold |
59,960
| – | – | 0.4% | 52 |
|
|
2021
Q2 | $5.58M | Buy |
59,960
+44,576
| +290% | +$4.15M | 0.39% | 53 |
|
|
2021
Q1 | $1.42M | Sell |
15,384
-51,000
| -77% | -$4.71M | 0.11% | 137 |
|
|
2020
Q4 | $4.58M | Sell |
66,384
-10,500
| -14% | -$724K | 0.37% | 51 |
|
|
2020
Q3 | $3.77M | Hold |
76,884
| – | – | 0.35% | 54 |
|
|
2020
Q2 | $3.96M | Sell |
76,884
-3,061
| -4% | -$158K | 0.36% | 52 |
|
|
2020
Q1 | $3.71M | Sell |
79,945
-63,147
| -44% | -$2.93M | 0.61% | 47 |
|
|
2019
Q4 | $9.82M | Hold |
143,092
| – | – | 1.57% | 10 |
|
|
2019
Q3 | $9.24M | Hold |
143,092
| – | – | 1.37% | 13 |
|
|
2019
Q2 | $9.42M | Sell |
143,092
-1,000
| -0.7% | -$65.8K | 1.39% | 12 |
|
|
2019
Q1 | $9.23M | Sell |
144,092
-6,336
| -4% | -$406K | 1.25% | 13 |
|
|
2018
Q4 | $9.17M | Buy |
150,428
+2,500
| +2% | +$152K | 1.39% | 11 |
|
|
2018
Q3 | $10.5M | Buy |
+147,928
| New | +$10.5M | 1% | 9 |
|
|
2015
Q2 | – | Sell |
-6,475
| Closed | -$342K | – | 381 |
|
|
2015
Q1 | $342K | Hold |
6,475
| – | – | 0.05% | 212 |
|
|
2014
Q4 | $368K | Buy |
+6,475
| New | +$368K | 0.07% | 168 |
|