KeyBank National Association’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 | $514K | Sell |
4,887
-925
| -16% | -$97.3K | ﹤0.01% | 759 |
|
2025
Q1 | $588K | Sell |
5,812
-840
| -13% | -$84.9K | ﹤0.01% | 703 |
|
2024
Q4 | $751K | Sell |
6,652
-800
| -11% | -$90.3K | ﹤0.01% | 638 |
|
2024
Q3 | $783K | Sell |
7,452
-1,948
| -21% | -$205K | ﹤0.01% | 624 |
|
2024
Q2 | $784K | Hold |
9,400
| – | – | ﹤0.01% | 596 |
|
2024
Q1 | $818K | Sell |
9,400
-215
| -2% | -$18.7K | ﹤0.01% | 589 |
|
2023
Q4 | $803K | Buy |
9,615
+610
| +7% | +$51K | ﹤0.01% | 582 |
|
2023
Q3 | $559K | Buy |
9,005
+635
| +8% | +$39.4K | ﹤0.01% | 654 |
|
2023
Q2 | $510K | Sell |
8,370
-25
| -0.3% | -$1.52K | ﹤0.01% | 702 |
|
2023
Q1 | $485K | Sell |
8,395
-420
| -5% | -$24.2K | ﹤0.01% | 715 |
|
2022
Q4 | $736K | Buy |
8,815
+185
| +2% | +$15.5K | ﹤0.01% | 544 |
|
2022
Q3 | $727K | Sell |
8,630
-280
| -3% | -$23.6K | ﹤0.01% | 532 |
|
2022
Q2 | $767K | Buy |
8,910
+635
| +8% | +$54.7K | ﹤0.01% | 524 |
|
2022
Q1 | $804K | Sell |
8,275
-7,870
| -49% | -$765K | ﹤0.01% | 566 |
|
2021
Q4 | $1.71M | Sell |
16,145
-330
| -2% | -$35K | 0.01% | 426 |
|
2021
Q3 | $1.59M | Sell |
16,475
-425
| -3% | -$41.1K | 0.01% | 427 |
|
2021
Q2 | $1.57M | Sell |
16,900
-3,040
| -15% | -$283K | 0.01% | 425 |
|
2021
Q1 | $1.84M | Sell |
19,940
-50
| -0.3% | -$4.62K | 0.01% | 382 |
|
2020
Q4 | $1.38M | Sell |
19,990
-110
| -0.5% | -$7.59K | 0.01% | 435 |
|
2020
Q3 | $985K | Buy |
20,100
+3,475
| +21% | +$170K | 0.01% | 485 |
|
2020
Q2 | $857K | Sell |
16,625
-75
| -0.4% | -$3.87K | ﹤0.01% | 517 |
|
2020
Q1 | $775K | Sell |
16,700
-50
| -0.3% | -$2.32K | 0.01% | 498 |
|
2019
Q4 | $1.15M | Sell |
16,750
-100
| -0.6% | -$6.87K | 0.01% | 487 |
|
2019
Q3 | $1.09M | Sell |
16,850
-3,650
| -18% | -$236K | 0.01% | 477 |
|
2019
Q2 | $1.35M | Sell |
20,500
-1,325
| -6% | -$87.2K | 0.01% | 454 |
|
2019
Q1 | $1.4M | Sell |
21,825
-1,675
| -7% | -$107K | 0.01% | 426 |
|
2018
Q4 | $1.43M | Sell |
23,500
-373
| -2% | -$22.7K | 0.01% | 401 |
|
2018
Q3 | $1.69M | Buy |
23,873
+1,575
| +7% | +$112K | 0.01% | 394 |
|
2018
Q2 | $1.7M | Buy |
22,298
+198
| +0.9% | +$15.1K | 0.01% | 392 |
|
2018
Q1 | $1.6M | Sell |
22,100
-2,500
| -10% | -$181K | 0.01% | 396 |
|
2017
Q4 | $1.77M | Buy |
24,600
+1,600
| +7% | +$115K | 0.01% | 384 |
|
2017
Q3 | $1.71M | Sell |
23,000
-200
| -0.9% | -$14.9K | 0.01% | 397 |
|
2017
Q2 | $1.74M | Buy |
23,200
+3,800
| +20% | +$285K | 0.01% | 390 |
|
2017
Q1 | $1.46M | Buy |
19,400
+2,800
| +17% | +$211K | 0.01% | 459 |
|
2016
Q4 | $1.28M | Buy |
+16,600
| New | +$1.28M | 0.01% | 518 |
|
2014
Q3 | – | Sell |
-3,353
| Closed | -$213K | – | 1279 |
|
2014
Q2 | $213K | Hold |
3,353
| – | – | ﹤0.01% | 1192 |
|
2014
Q1 | $217K | Hold |
3,353
| – | – | ﹤0.01% | 1187 |
|
2013
Q4 | $216K | Buy |
+3,353
| New | +$216K | ﹤0.01% | 1172 |
|