Guggenheim Capital’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $924K | Sell |
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|
2024
Q1 | $1.19M | Sell |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $4.62M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $2.35M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $4.06M | Sell |
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|
2021
Q4 | $4.46M | Buy |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $4.36M | Sell |
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|
2021
Q1 | $6.19M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.46M | Sell |
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|
2019
Q3 | $1.62M | Buy |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $1.15M | Buy |
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|
2018
Q3 | $307K | Buy |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $665K | Sell |
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|
2017
Q4 | $884K | Buy |
|
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|
2017
Q3 | $858K | Buy |
|
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|
2017
Q2 | $855K | Sell |
|
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.14M | Buy |
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|
2016
Q3 | $357K | Sell |
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|
2016
Q2 | $398K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $268K | Sell |
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|
2015
Q3 | $1.41M | Sell |
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|
2015
Q2 | $2.17M | Sell |
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|
2015
Q1 | $2.03M | Buy |
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|
2014
Q4 | $2.01M | Buy |
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|
2014
Q3 | $1.86M | Sell |
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|
2014
Q2 | $2.33M | Sell |
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|
2014
Q1 | $2.51M | Buy |
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|
2013
Q4 | $2.33M | Buy |
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|
2013
Q3 | $1.57M | Buy |
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|
2013
Q2 | $1.38M | Buy |
|