Guggenheim Capital’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 | $2.47M | Buy |
23,500
+327
| +1% | +$34.4K | 0.02% | 591 |
|
|
2025
Q1 | $2.34M | Buy |
23,173
+5,346
| +30% | +$540K | 0.02% | 600 |
|
|
2024
Q4 | $2.01M | Buy |
17,827
+7,759
| +77% | +$876K | 0.02% | 654 |
|
|
2024
Q3 | $1.06M | Sell |
10,068
-1,011
| -9% | -$106K | 0.01% | 1068 |
|
|
2024
Q2 | $924K | Sell |
11,079
-2,606
| -19% | -$217K | 0.01% | 1163 |
|
|
2024
Q1 | $1.19M | Sell |
13,685
-21,497
| -61% | -$1.87M | 0.01% | 1103 |
|
|
2023
Q4 | $2.94M | Sell |
35,182
-38,948
| -53% | -$3.25M | 0.02% | 704 |
|
|
2023
Q3 | $4.6M | Sell |
74,130
-1,792
| -2% | -$111K | 0.04% | 509 |
|
|
2023
Q2 | $4.62M | Buy |
75,922
+53,603
| +240% | +$3.26M | 0.04% | 547 |
|
|
2023
Q1 | $1.29M | Buy |
22,319
+4,157
| +23% | +$240K | 0.01% | 1046 |
|
|
2022
Q4 | $1.52M | Sell |
18,162
-9,671
| -35% | -$808K | 0.01% | 960 |
|
|
2022
Q3 | $2.35M | Sell |
27,833
-2,377
| -8% | -$200K | 0.02% | 777 |
|
|
2022
Q2 | $2.6M | Sell |
30,210
-11,604
| -28% | -$999K | 0.02% | 794 |
|
|
2022
Q1 | $4.06M | Sell |
41,814
-232
| -0.6% | -$22.5K | 0.02% | 728 |
|
|
2021
Q4 | $4.46M | Buy |
42,046
+10,522
| +33% | +$1.12M | 0.02% | 729 |
|
|
2021
Q3 | $3.05M | Sell |
31,524
-15,337
| -33% | -$1.48M | 0.02% | 852 |
|
|
2021
Q2 | $4.36M | Sell |
46,861
-20,183
| -30% | -$1.88M | 0.03% | 728 |
|
|
2021
Q1 | $6.19M | Buy |
67,044
+26,722
| +66% | +$2.47M | 0.04% | 537 |
|
|
2020
Q4 | $2.78M | Buy |
40,322
+10,663
| +36% | +$736K | 0.02% | 827 |
|
|
2020
Q3 | $1.45M | Buy |
29,659
+7,478
| +34% | +$366K | 0.01% | 1037 |
|
|
2020
Q2 | $1.14M | Sell |
22,181
-308
| -1% | -$15.9K | 0.01% | 1125 |
|
|
2020
Q1 | $1.04M | Buy |
22,489
+1,233
| +6% | +$57.2K | 0.01% | 1064 |
|
|
2019
Q4 | $1.46M | Sell |
21,256
-3,894
| -15% | -$267K | 0.01% | 1176 |
|
|
2019
Q3 | $1.62M | Buy |
25,150
+9,765
| +63% | +$631K | 0.01% | 1099 |
|
|
2019
Q2 | $1.01M | Sell |
15,385
-1,683
| -10% | -$111K | 0.01% | 1355 |
|
|
2019
Q1 | $1.09M | Sell |
17,068
-1,708
| -9% | -$109K | 0.01% | 1331 |
|
|
2018
Q4 | $1.15M | Buy |
18,776
+14,445
| +334% | +$881K | 0.01% | 1320 |
|
|
2018
Q3 | $307K | Buy |
4,331
+796
| +23% | +$56.4K | ﹤0.01% | 2197 |
|
|
2018
Q2 | $270K | Sell |
3,535
-5,639
| -61% | -$431K | ﹤0.01% | 2219 |
|
|
2018
Q1 | $665K | Sell |
9,174
-3,074
| -25% | -$223K | ﹤0.01% | 2267 |
|
|
2017
Q4 | $884K | Buy |
12,248
+757
| +7% | +$54.6K | ﹤0.01% | 2140 |
|
|
2017
Q3 | $858K | Buy |
11,491
+77
| +0.7% | +$5.75K | ﹤0.01% | 2166 |
|
|
2017
Q2 | $855K | Sell |
11,414
-3,011
| -21% | -$226K | ﹤0.01% | 2160 |
|
|
2017
Q1 | $1.09M | Sell |
14,425
-407
| -3% | -$30.7K | ﹤0.01% | 2065 |
|
|
2016
Q4 | $1.14M | Buy |
14,832
+8,822
| +147% | +$680K | ﹤0.01% | 2070 |
|
|
2016
Q3 | $357K | Sell |
6,010
-1,475
| -20% | -$87.6K | ﹤0.01% | 2504 |
|
|
2016
Q2 | $398K | Buy |
+7,485
| New | +$398K | ﹤0.01% | 2439 |
|
|
2016
Q1 | – | Sell |
-5,757
| Closed | -$268K | – | 2996 |
|
|
2015
Q4 | $268K | Sell |
5,757
-22,070
| -79% | -$1.03M | ﹤0.01% | 2687 |
|
|
2015
Q3 | $1.41M | Sell |
27,827
-10,179
| -27% | -$517K | ﹤0.01% | 1865 |
|
|
2015
Q2 | $2.17M | Sell |
38,006
-379
| -1% | -$21.6K | 0.01% | 1703 |
|
|
2015
Q1 | $2.03M | Buy |
38,385
+3,047
| +9% | +$161K | ﹤0.01% | 1755 |
|
|
2014
Q4 | $2.01M | Buy |
35,338
+1,173
| +3% | +$66.7K | 0.01% | 1731 |
|
|
2014
Q3 | $1.86M | Sell |
34,165
-2,603
| -7% | -$142K | ﹤0.01% | 1789 |
|
|
2014
Q2 | $2.33M | Sell |
36,768
-2,012
| -5% | -$128K | 0.01% | 1656 |
|
|
2014
Q1 | $2.51M | Buy |
38,780
+2,460
| +7% | +$159K | 0.01% | 1582 |
|
|
2013
Q4 | $2.34M | Buy |
36,320
+7,446
| +26% | +$479K | 0.01% | 1611 |
|
|
2013
Q3 | $1.57M | Buy |
28,874
+4,080
| +16% | +$222K | 0.01% | 1747 |
|
|
2013
Q2 | $1.38M | Buy |
+24,794
| New | +$1.38M | 0.01% | 1733 |
|