HRT Financial’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,850
| Closed | -$434K | – | 3173 |
|
|
2024
Q4 | $434K | Buy |
+3,850
| New | +$434K | ﹤0.01% | 1344 |
|
|
2024
Q3 | – | Sell |
-17,489
| Closed | -$1.46M | – | 2956 |
|
|
2024
Q2 | $1.46M | Buy |
+17,489
| New | +$1.46M | 0.01% | 801 |
|
|
2024
Q1 | – | Sell |
-9,418
| Closed | -$786K | – | 2942 |
|
|
2023
Q4 | $786K | Sell |
9,418
-175,312
| -95% | -$14.6M | 0.01% | 1020 |
|
|
2023
Q3 | $11.5M | Buy |
+184,730
| New | +$11.5M | 0.11% | 108 |
|
|
2023
Q2 | – | Sell |
-48,328
| Closed | -$2.79M | – | 3088 |
|
|
2023
Q1 | $2.79M | Buy |
48,328
+27,259
| +129% | +$1.57M | 0.03% | 427 |
|
|
2022
Q4 | $1.76M | Sell |
21,069
-5,469
| -21% | -$457K | 0.02% | 620 |
|
|
2022
Q3 | $2.24M | Buy |
26,538
+1,030
| +4% | +$86.8K | 0.02% | 541 |
|
|
2022
Q2 | $2.2M | Buy |
+25,508
| New | +$2.2M | 0.02% | 523 |
|
|
2022
Q1 | – | Sell |
-55,448
| Closed | -$5.88M | – | 3579 |
|
|
2021
Q4 | $5.88M | Sell |
55,448
-82,227
| -60% | -$8.72M | 0.03% | 225 |
|
|
2021
Q3 | $13.3M | Buy |
+137,675
| New | +$13.3M | 0.08% | 111 |
|
|
2021
Q1 | – | Sell |
-10,747
| Closed | -$741K | – | 2950 |
|
|
2020
Q4 | $741K | Buy |
+10,747
| New | +$741K | 0.01% | 772 |
|
|
2020
Q3 | – | Sell |
-13,240
| Closed | -$682K | – | 2269 |
|
|
2020
Q2 | $682K | Buy |
+13,240
| New | +$682K | 0.02% | 586 |
|
|
2020
Q1 | – | Sell |
-95,087
| Closed | -$6.53M | – | 1262 |
|
|
2019
Q4 | $6.53M | Buy |
95,087
+83,549
| +724% | +$5.73M | 0.28% | 52 |
|
|
2019
Q3 | $745K | Buy |
+11,538
| New | +$745K | 0.04% | 402 |
|