Hancock Whitney’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 | $318K | Sell |
3,027
-5,025
| -62% | -$528K | 0.01% | 653 |
|
|
2025
Q1 | $814K | Sell |
8,052
-46,356
| -85% | -$4.69M | 0.03% | 348 |
|
|
2024
Q4 | $6.14M | Buy |
54,408
+46,386
| +578% | +$5.24M | 0.19% | 87 |
|
|
2024
Q3 | $843K | Buy |
+8,022
| New | +$843K | 0.03% | 343 |
|
|
2022
Q4 | – | Sell |
-23,719
| Closed | -$2M | – | 650 |
|
|
2022
Q3 | $2M | Buy |
23,719
+11,620
| +96% | +$979K | 0.09% | 191 |
|
|
2022
Q2 | $1.04M | Sell |
12,099
-1,218
| -9% | -$105K | 0.04% | 309 |
|
|
2022
Q1 | $1.3M | Sell |
13,317
-15,478
| -54% | -$1.51M | 0.04% | 306 |
|
|
2021
Q4 | $3.06M | Buy |
28,795
+184
| +0.6% | +$19.5K | 0.1% | 172 |
|
|
2021
Q3 | $2.77M | Buy |
+28,611
| New | +$2.77M | 0.1% | 171 |
|
|
2013
Q3 | – | Sell |
-9,110
| Closed | -$507K | – | 542 |
|
|
2013
Q2 | $507K | Buy |
+9,110
| New | +$507K | 0.03% | 328 |
|