Johnson Financial Group Inc (Wisconsin)’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 |
-52
| Closed | -$6.13K | – | 958 |
|
|
2024
Q4 | $6.13K | Sell |
52
-21
| -29% | -$2.48K | ﹤0.01% | 702 |
|
|
2024
Q3 | $7.7K | Buy |
+73
| New | +$7.7K | ﹤0.01% | 719 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | – | – | 816 |
|
|
2021
Q4 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 839 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 745 |
|
|
2017
Q2 | – | Sell |
-480
| Closed | -$36K | – | 643 |
|
|
2017
Q1 | $36K | Sell |
480
-50
| -9% | -$3.75K | ﹤0.01% | 436 |
|
|
2016
Q4 | $41K | Buy |
530
+225
| +74% | +$17.4K | 0.01% | 423 |
|
|
2016
Q3 | $18K | Sell |
305
-325
| -52% | -$19.2K | ﹤0.01% | 514 |
|
|
2016
Q2 | $34K | Hold |
630
| – | – | ﹤0.01% | 488 |
|
|
2016
Q1 | $33K | Sell |
630
-50
| -7% | -$2.62K | 0.01% | 429 |
|
|
2015
Q4 | $32K | Sell |
680
-1,392
| -67% | -$65.5K | 0.01% | 447 |
|
|
2015
Q3 | $105K | Buy |
2,072
+17
| +0.8% | +$861 | 0.02% | 322 |
|
|
2015
Q2 | $117K | Buy |
2,055
+400
| +24% | +$22.8K | 0.02% | 330 |
|
|
2015
Q1 | $88K | Hold |
1,655
| – | – | 0.02% | 410 |
|
|
2014
Q4 | $94K | Hold |
1,655
| – | – | 0.02% | 376 |
|
|
2014
Q3 | $90K | Sell |
1,655
-875
| -35% | -$47.6K | 0.02% | 350 |
|
|
2014
Q2 | $160K | Buy |
2,530
+1,650
| +188% | +$104K | 0.04% | 267 |
|
|
2014
Q1 | $57K | Hold |
880
| – | – | 0.02% | 352 |
|
|
2013
Q4 | $57K | Sell |
880
-1,900
| -68% | -$123K | 0.02% | 355 |
|
|
2013
Q3 | $151K | Sell |
2,780
-650
| -19% | -$35.3K | 0.05% | 240 |
|
|
2013
Q2 | $191K | Buy |
+3,430
| New | +$191K | 0.05% | 219 |
|