KBC Group’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 | $235K | Sell |
2,234
-1,142
| -34% | -$120K | ﹤0.01% | 815 |
|
|
2025
Q1 | $341K | Buy |
3,376
+1,372
| +68% | +$139K | ﹤0.01% | 804 |
|
|
2024
Q4 | $226K | Buy |
2,004
+690
| +53% | +$77.8K | ﹤0.01% | 1064 |
|
|
2024
Q3 | $138K | Hold |
1,314
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q2 | $110K | Buy |
1,314
+256
| +24% | +$21.4K | ﹤0.01% | 1113 |
|
|
2024
Q1 | $92K | Sell |
1,058
-376
| -26% | -$32.7K | ﹤0.01% | 1167 |
|
|
2023
Q4 | $120K | Buy |
1,434
+257
| +22% | +$21.5K | ﹤0.01% | 988 |
|
|
2023
Q3 | $73K | Buy |
1,177
+585
| +99% | +$36.3K | ﹤0.01% | 1160 |
|
|
2023
Q2 | $36K | Sell |
592
-2,703
| -82% | -$164K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $190K | Hold |
3,295
| – | – | ﹤0.01% | 994 |
|
|
2022
Q4 | $275K | Hold |
3,295
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $278K | Hold |
3,295
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $284K | Sell |
3,295
-9,897
| -75% | -$853K | ﹤0.01% | 882 |
|
|
2022
Q1 | $1.28M | Buy |
13,192
+3,163
| +32% | +$307K | 0.01% | 658 |
|
|
2021
Q4 | $1.06M | Hold |
10,029
| – | – | ﹤0.01% | 714 |
|
|
2021
Q3 | $970K | Sell |
10,029
-10,029
| -50% | -$970K | ﹤0.01% | 764 |
|
|
2021
Q2 | $1.87M | Hold |
20,058
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $1.85M | Buy |
20,058
+9,924
| +98% | +$916K | ﹤0.01% | 760 |
|
|
2020
Q4 | $3.85M | Hold |
10,134
| – | – | ﹤0.01% | 910 |
|
|
2020
Q3 | $496K | Hold |
10,134
| – | – | ﹤0.01% | 947 |
|
|
2020
Q2 | $522K | Sell |
10,134
-5,502
| -35% | -$283K | ﹤0.01% | 964 |
|
|
2020
Q1 | $725K | Sell |
15,636
-24,314
| -61% | -$1.13M | 0.01% | 775 |
|
|
2019
Q4 | $2.74M | Hold |
39,950
| – | – | 0.02% | 602 |
|
|
2019
Q3 | $2.58M | Buy |
+39,950
| New | +$2.58M | 0.02% | 581 |
|
|
2014
Q1 | – | Sell |
-14,876
| Closed | -$956K | – | 1346 |
|
|
2013
Q4 | $956K | Hold |
14,876
| – | – | 0.01% | 680 |
|
|
2013
Q3 | $808K | Hold |
14,876
| – | – | 0.01% | 717 |
|
|
2013
Q2 | $828K | Buy |
+14,876
| New | +$828K | 0.02% | 714 |
|