HSBC Holdings’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 | $541K | Sell |
5,132
-2,587
| -34% | -$273K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $777K | Buy |
7,719
+328
| +4% | +$33K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $837K | Buy |
7,391
+2,486
| +51% | +$282K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $517K | Sell |
4,905
-1,407
| -22% | -$148K | ﹤0.01% | 1632 |
|
|
2024
Q2 | $524K | Sell |
6,312
-9,020
| -59% | -$749K | ﹤0.01% | 1612 |
|
|
2024
Q1 | $1.33M | Buy |
15,332
+1,511
| +11% | +$131K | ﹤0.01% | 1336 |
|
|
2023
Q4 | $1.16M | Sell |
13,821
-4,470
| -24% | -$375K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $1.14M | Buy |
18,291
+13,475
| +280% | +$843K | ﹤0.01% | 1274 |
|
|
2023
Q2 | $295K | Buy |
+4,816
| New | +$295K | ﹤0.01% | 1744 |
|
|
2023
Q1 | – | Sell |
-13,425
| Closed | -$1.12M | – | 2505 |
|
|
2022
Q4 | $1.12M | Buy |
13,425
+4,612
| +52% | +$386K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $756K | Sell |
8,813
-13,875
| -61% | -$1.19M | ﹤0.01% | 1585 |
|
|
2022
Q2 | $1.96M | Buy |
22,688
+13,451
| +146% | +$1.16M | ﹤0.01% | 1331 |
|
|
2022
Q1 | $903K | Buy |
9,237
+5,797
| +169% | +$567K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $365K | Buy |
3,440
+528
| +18% | +$56K | ﹤0.01% | 2187 |
|
|
2021
Q3 | $284K | Sell |
2,912
-5,085
| -64% | -$496K | ﹤0.01% | 2126 |
|
|
2021
Q2 | $741K | Sell |
7,997
-1,340
| -14% | -$124K | ﹤0.01% | 1556 |
|
|
2021
Q1 | $863K | Buy |
+9,337
| New | +$863K | ﹤0.01% | 1374 |
|
|
2020
Q2 | – | Sell |
-6,884
| Closed | -$320K | – | 2377 |
|
|
2020
Q1 | $320K | Hold |
6,884
| – | – | ﹤0.01% | 1623 |
|
|
2019
Q4 | $469K | Buy |
6,884
+2,697
| +64% | +$184K | ﹤0.01% | 1743 |
|
|
2019
Q3 | $271K | Sell |
4,187
-876
| -17% | -$56.7K | ﹤0.01% | 2105 |
|
|
2019
Q2 | $333K | Sell |
5,063
-255
| -5% | -$16.8K | ﹤0.01% | 1705 |
|
|
2019
Q1 | $340K | Buy |
5,318
+1,973
| +59% | +$126K | ﹤0.01% | 1766 |
|
|
2018
Q4 | $204K | Sell |
3,345
-88
| -3% | -$5.37K | ﹤0.01% | 1849 |
|
|
2018
Q3 | $243K | Buy |
3,433
+47
| +1% | +$3.33K | ﹤0.01% | 1760 |
|
|
2018
Q2 | $258K | Sell |
3,386
-3,602
| -52% | -$274K | ﹤0.01% | 1781 |
|
|
2018
Q1 | $507K | Buy |
6,988
+3,504
| +101% | +$254K | ﹤0.01% | 1429 |
|
|
2017
Q4 | $251K | Buy |
+3,484
| New | +$251K | ﹤0.01% | 1710 |
|
|
2017
Q1 | – | Sell |
-9,410
| Closed | -$726K | – | 2080 |
|
|
2016
Q4 | $726K | Buy |
+9,410
| New | +$726K | ﹤0.01% | 1181 |
|