HighTower 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 | $742K | Buy |
7,060
+1,788
| +34% | +$188K | ﹤0.01% | 2215 |
|
|
2025
Q1 | $533K | Buy |
5,272
+3,494
| +197% | +$353K | ﹤0.01% | 2390 |
|
|
2024
Q4 | $201K | Buy |
+1,778
| New | +$201K | ﹤0.01% | 3172 |
|
|
2024
Q2 | – | Sell |
-2,363
| Closed | -$207K | – | 3504 |
|
|
2024
Q1 | $207K | Sell |
2,363
-1,125
| -32% | -$98.6K | ﹤0.01% | 2945 |
|
|
2023
Q4 | $293K | Sell |
3,488
-961
| -22% | -$80.7K | ﹤0.01% | 2699 |
|
|
2023
Q3 | $272K | Sell |
4,449
-576
| -11% | -$35.2K | ﹤0.01% | 2663 |
|
|
2023
Q2 | $303K | Buy |
5,025
+49
| +1% | +$2.96K | ﹤0.01% | 2543 |
|
|
2023
Q1 | $286K | Sell |
4,976
-95
| -2% | -$5.46K | ﹤0.01% | 2476 |
|
|
2022
Q4 | $424K | Buy |
5,071
+2,342
| +86% | +$196K | ﹤0.01% | 2220 |
|
|
2022
Q3 | $233K | Buy |
2,729
+2
| +0.1% | +$171 | ﹤0.01% | 2495 |
|
|
2022
Q2 | $237K | Sell |
2,727
-5
| -0.2% | -$435 | ﹤0.01% | 2495 |
|
|
2022
Q1 | $264K | Sell |
2,732
-715
| -21% | -$69.1K | ﹤0.01% | 2600 |
|
|
2021
Q4 | $366K | Buy |
+3,447
| New | +$366K | ﹤0.01% | 2342 |
|
|
2020
Q1 | – | Sell |
-3,568
| Closed | -$244K | – | 2301 |
|
|
2019
Q4 | $244K | Buy |
3,568
+25
| +0.7% | +$1.71K | ﹤0.01% | 1834 |
|
|
2019
Q3 | $228K | Buy |
3,543
+52
| +1% | +$3.35K | ﹤0.01% | 1980 |
|
|
2019
Q2 | $229K | Sell |
3,491
-126
| -3% | -$8.27K | ﹤0.01% | 1956 |
|
|
2019
Q1 | $233K | Sell |
3,617
-136
| -4% | -$8.76K | ﹤0.01% | 1858 |
|
|
2018
Q4 | $229K | Sell |
3,753
-156
| -4% | -$9.52K | ﹤0.01% | 1752 |
|
|
2018
Q3 | $277K | Buy |
3,909
+200
| +5% | +$14.2K | ﹤0.01% | 1757 |
|
|
2018
Q2 | $283K | Sell |
3,709
-260
| -7% | -$19.8K | ﹤0.01% | 1722 |
|
|
2018
Q1 | $288K | Buy |
3,969
+981
| +33% | +$71.2K | ﹤0.01% | 1682 |
|
|
2017
Q4 | $216K | Buy |
+2,988
| New | +$216K | ﹤0.01% | 1867 |
|