GHP Investment 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 | $4.76M | Buy |
45,245
+707
| +2% | +$74.3K | 0.21% | 147 |
|
|
2025
Q1 | $4.5M | Buy |
44,538
+48
| +0.1% | +$4.85K | 0.22% | 152 |
|
|
2024
Q4 | $5.02M | Sell |
44,490
-226
| -0.5% | -$25.5K | 0.23% | 144 |
|
|
2024
Q3 | $4.7M | Buy |
44,716
+611
| +1% | +$64.2K | 0.22% | 158 |
|
|
2024
Q2 | $3.68M | Sell |
44,105
-204
| -0.5% | -$17K | 0.18% | 170 |
|
|
2024
Q1 | $3.85M | Buy |
44,309
+259
| +0.6% | +$22.5K | 0.19% | 170 |
|
|
2023
Q4 | $3.68M | Sell |
44,050
-309
| -0.7% | -$25.8K | 0.2% | 163 |
|
|
2023
Q3 | $2.74M | Buy |
44,359
+1,239
| +3% | +$76.6K | 0.17% | 180 |
|
|
2023
Q2 | $2.99M | Buy |
43,120
+3,193
| +8% | +$221K | 0.17% | 179 |
|
|
2023
Q1 | $2.3M | Buy |
39,927
+285
| +0.7% | +$16.5K | 0.15% | 204 |
|
|
2022
Q4 | $3.31M | Sell |
39,642
-4,183
| -10% | -$349K | 0.22% | 159 |
|
|
2022
Q3 | $3.69M | Buy |
43,825
+529
| +1% | +$44.6K | 0.28% | 129 |
|
|
2022
Q2 | $3.73M | Buy |
43,296
+1,942
| +5% | +$167K | 0.28% | 130 |
|
|
2022
Q1 | $4.02M | Buy |
41,354
+3,304
| +9% | +$321K | 0.26% | 135 |
|
|
2021
Q4 | $4.04M | Buy |
38,050
+3,959
| +12% | +$420K | 0.29% | 121 |
|
|
2021
Q3 | $3.3M | Buy |
34,091
+1,442
| +4% | +$139K | 0.26% | 132 |
|
|
2021
Q2 | $3.04M | Buy |
32,649
+534
| +2% | +$49.7K | 0.24% | 134 |
|
|
2021
Q1 | $2.97M | Buy |
32,115
+1,548
| +5% | +$143K | 0.26% | 131 |
|
|
2020
Q4 | $2.11M | Buy |
30,567
+3,205
| +12% | +$221K | 0.2% | 149 |
|
|
2020
Q3 | $1.34M | Buy |
27,362
+4,205
| +18% | +$206K | 0.15% | 163 |
|
|
2020
Q2 | $1.19M | Buy |
23,157
+7,373
| +47% | +$380K | 0.15% | 168 |
|
|
2020
Q1 | $732K | Buy |
15,784
+2,460
| +18% | +$114K | 0.11% | 191 |
|
|
2019
Q4 | $915K | Buy |
13,324
+1,801
| +16% | +$124K | 0.1% | 201 |
|
|
2019
Q3 | $744K | Sell |
11,523
-3,271
| -22% | -$211K | 0.09% | 205 |
|
|
2019
Q2 | $974K | Buy |
14,794
+734
| +5% | +$48.3K | 0.12% | 195 |
|
|
2019
Q1 | $900K | Buy |
14,060
+857
| +6% | +$54.9K | 0.12% | 192 |
|
|
2018
Q4 | $805K | Buy |
13,203
+2,457
| +23% | +$150K | 0.12% | 189 |
|
|
2018
Q3 | $762K | Sell |
10,746
-180
| -2% | -$12.8K | 0.1% | 197 |
|
|
2018
Q2 | $833K | Buy |
10,926
+140
| +1% | +$10.7K | 0.12% | 188 |
|
|
2018
Q1 | $781K | Buy |
10,786
+1,623
| +18% | +$118K | 0.11% | 194 |
|
|
2017
Q4 | $659K | Buy |
9,163
+113
| +1% | +$8.13K | 0.09% | 205 |
|
|
2017
Q3 | $674K | Buy |
9,050
+857
| +10% | +$63.8K | 0.1% | 207 |
|
|
2017
Q2 | $613K | Buy |
8,193
+2
| +0% | +$150 | 0.1% | 213 |
|
|
2017
Q1 | $617K | Buy |
8,191
+3
| +0% | +$226 | 0.11% | 203 |
|
|
2016
Q4 | $631K | Buy |
8,188
+2
| +0% | +$154 | 0.12% | 196 |
|
|
2016
Q3 | $487K | Buy |
8,186
+3
| +0% | +$178 | 0.1% | 209 |
|
|
2016
Q2 | $435K | Buy |
8,183
+218
| +3% | +$11.6K | 0.09% | 217 |
|
|
2016
Q1 | $411K | Buy |
7,965
+2
| +0% | +$103 | 0.09% | 216 |
|
|
2015
Q4 | $371K | Sell |
7,963
-648
| -8% | -$30.2K | 0.09% | 221 |
|
|
2015
Q3 | $438K | Hold |
8,611
| – | – | 0.11% | 191 |
|
|
2015
Q2 | $476K | Buy |
8,611
+289
| +3% | +$16K | 0.12% | 186 |
|
|
2015
Q1 | $440K | Buy |
8,322
+302
| +4% | +$16K | 0.12% | 190 |
|
|
2014
Q4 | $456K | Buy |
8,020
+1
| +0% | +$57 | 0.13% | 175 |
|
|
2014
Q3 | $437K | Buy |
8,019
+2
| +0% | +$109 | 0.13% | 176 |
|
|
2014
Q2 | $508K | Buy |
8,017
+1
| +0% | +$63 | 0.15% | 160 |
|
|
2014
Q1 | $519K | Buy |
8,016
+2
| +0% | +$129 | 0.17% | 147 |
|
|
2013
Q4 | $515K | Sell |
8,014
-159
| -2% | -$10.2K | 0.17% | 139 |
|
|
2013
Q3 | $444K | Buy |
8,173
+2
| +0% | +$109 | 0.16% | 154 |
|
|
2013
Q2 | $455K | Buy |
+8,171
| New | +$455K | 0.18% | 133 |
|