Invesco’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 | $51.2M | Buy |
487,242
+87,652
| +22% | +$9.22M | 0.01% | 1045 |
|
|
2025
Q1 | $40.4M | Buy |
399,590
+89,610
| +29% | +$9.06M | 0.01% | 1121 |
|
|
2024
Q4 | $35M | Buy |
309,980
+74,038
| +31% | +$8.36M | 0.01% | 1202 |
|
|
2024
Q3 | $24.8M | Buy |
235,942
+123,197
| +109% | +$12.9M | ﹤0.01% | 1370 |
|
|
2024
Q2 | $9.41M | Buy |
112,745
+26,686
| +31% | +$2.23M | ﹤0.01% | 1821 |
|
|
2024
Q1 | $7.49M | Sell |
86,059
-12,041
| -12% | -$1.05M | ﹤0.01% | 1983 |
|
|
2023
Q4 | $8.2M | Buy |
98,100
+4,283
| +5% | +$358K | ﹤0.01% | 1946 |
|
|
2023
Q3 | $5.82M | Buy |
93,817
+514
| +0.6% | +$31.9K | ﹤0.01% | 2122 |
|
|
2023
Q2 | $5.68M | Sell |
93,303
-143,651
| -61% | -$8.75M | ﹤0.01% | 2164 |
|
|
2023
Q1 | $13.7M | Buy |
236,954
+143,219
| +153% | +$8.27M | ﹤0.01% | 1567 |
|
|
2022
Q4 | $7.83M | Sell |
93,735
-41,663
| -31% | -$3.48M | ﹤0.01% | 2004 |
|
|
2022
Q3 | $11.4M | Sell |
135,398
-57,113
| -30% | -$4.81M | ﹤0.01% | 1704 |
|
|
2022
Q2 | $16.6M | Sell |
192,511
-7,716
| -4% | -$664K | 0.01% | 1494 |
|
|
2022
Q1 | $19.5M | Buy |
200,227
+1,619
| +0.8% | +$157K | 0.01% | 1532 |
|
|
2021
Q4 | $21.1M | Buy |
198,608
+27,521
| +16% | +$2.92M | 0.01% | 1516 |
|
|
2021
Q3 | $16.5M | Buy |
171,087
+43,965
| +35% | +$4.25M | ﹤0.01% | 1685 |
|
|
2021
Q2 | $11.8M | Buy |
127,122
+27,745
| +28% | +$2.58M | ﹤0.01% | 1948 |
|
|
2021
Q1 | $9.18M | Buy |
99,377
+20,396
| +26% | +$1.88M | ﹤0.01% | 1998 |
|
|
2020
Q4 | $5.45M | Buy |
78,981
+18,300
| +30% | +$1.26M | ﹤0.01% | 2134 |
|
|
2020
Q3 | $2.97M | Sell |
60,681
-534,153
| -90% | -$26.2M | ﹤0.01% | 2280 |
|
|
2020
Q2 | $30.7M | Buy |
594,834
+524,549
| +746% | +$27M | 0.01% | 1110 |
|
|
2020
Q1 | $3.26M | Buy |
70,285
+19,950
| +40% | +$925K | ﹤0.01% | 2121 |
|
|
2019
Q4 | $3.46M | Sell |
50,335
-348,771
| -87% | -$23.9M | ﹤0.01% | 2369 |
|
|
2019
Q3 | $25.8M | Sell |
399,106
-14,690
| -4% | -$949K | 0.01% | 1271 |
|
|
2019
Q2 | $27.2M | Sell |
413,796
-442,133
| -52% | -$29.1M | 0.01% | 1278 |
|
|
2019
Q1 | $54.8M | Buy |
855,929
+375,335
| +78% | +$24M | 0.02% | 804 |
|
|
2018
Q4 | $29.3M | Buy |
480,594
+76,995
| +19% | +$4.69M | 0.01% | 975 |
|
|
2018
Q3 | $28.6M | Buy |
403,599
+214,638
| +114% | +$15.2M | 0.01% | 1076 |
|
|
2018
Q2 | $14.4M | Buy |
188,961
+71,476
| +61% | +$5.45M | ﹤0.01% | 1437 |
|
|
2018
Q1 | $8.51M | Buy |
117,485
+13,222
| +13% | +$957K | ﹤0.01% | 1643 |
|
|
2017
Q4 | $7.5M | Sell |
104,263
-1,519
| -1% | -$109K | ﹤0.01% | 1749 |
|
|
2017
Q3 | $7.88M | Buy |
105,782
+886
| +0.8% | +$66K | ﹤0.01% | 1710 |
|
|
2017
Q2 | $7.85M | Buy |
104,896
+6,802
| +7% | +$509K | ﹤0.01% | 1694 |
|
|
2017
Q1 | $7.39M | Sell |
98,094
-12,774
| -12% | -$962K | ﹤0.01% | 1735 |
|
|
2016
Q4 | $8.55M | Sell |
110,868
-123,169
| -53% | -$9.5M | ﹤0.01% | 1660 |
|
|
2016
Q3 | $13.9M | Buy |
234,037
+45,489
| +24% | +$2.7M | ﹤0.01% | 1304 |
|
|
2016
Q2 | $10M | Buy |
188,548
+10,244
| +6% | +$545K | ﹤0.01% | 1437 |
|
|
2016
Q1 | $9.21M | Buy |
178,304
+65,968
| +59% | +$3.41M | ﹤0.01% | 1473 |
|
|
2015
Q4 | $5.23M | Buy |
112,336
+6,767
| +6% | +$315K | ﹤0.01% | 1879 |
|
|
2015
Q3 | $5.36M | Buy |
105,569
+21,478
| +26% | +$1.09M | ﹤0.01% | 1832 |
|
|
2015
Q2 | $4.8M | Sell |
84,091
-719,582
| -90% | -$41M | ﹤0.01% | 2021 |
|
|
2015
Q1 | $42.5M | Buy |
803,673
+1,884
| +0.2% | +$99.6K | 0.02% | 880 |
|
|
2014
Q4 | $45.6M | Buy |
801,789
+7,849
| +1% | +$447K | 0.02% | 837 |
|
|
2014
Q3 | $43.3M | Sell |
793,940
-4,518
| -0.6% | -$246K | 0.02% | 859 |
|
|
2014
Q2 | $50.6M | Sell |
798,458
-27,214
| -3% | -$1.73M | 0.02% | 798 |
|
|
2014
Q1 | $53.4M | Buy |
825,672
+5,045
| +0.6% | +$326K | 0.02% | 746 |
|
|
2013
Q4 | $52.8M | Buy |
820,627
+11,445
| +1% | +$736K | 0.02% | 770 |
|
|
2013
Q3 | $44M | Buy |
809,182
+755,171
| +1,398% | +$41M | 0.02% | 824 |
|
|
2013
Q2 | $3.01M | Buy |
+54,011
| New | +$3.01M | ﹤0.01% | 2136 |
|