Ladenburg Thalmann Financial Services’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $33K | Sell |
476
-9
| -2% | -$624 | ﹤0.01% | 3819 |
|
|
2019
Q3 | $31K | Buy |
485
+72
| +17% | +$4.6K | ﹤0.01% | 3760 |
|
|
2019
Q2 | $27K | Sell |
413
-16
| -4% | -$1.05K | ﹤0.01% | 3870 |
|
|
2019
Q1 | $27K | Sell |
429
-40
| -9% | -$2.52K | ﹤0.01% | 3821 |
|
|
2018
Q4 | $29K | Sell |
469
-520
| -53% | -$32.2K | ﹤0.01% | 3655 |
|
|
2018
Q3 | $69K | Buy |
989
+34
| +4% | +$2.37K | ﹤0.01% | 3113 |
|
|
2018
Q2 | $68K | Hold |
955
| – | – | ﹤0.01% | 3047 |
|
|
2018
Q1 | $68K | Sell |
955
-13
| -1% | -$926 | ﹤0.01% | 3047 |
|
|
2017
Q4 | $69K | Buy |
968
+113
| +13% | +$8.06K | ﹤0.01% | 3005 |
|
|
2017
Q3 | $63K | Sell |
855
-106
| -11% | -$7.81K | ﹤0.01% | 2940 |
|
|
2017
Q2 | $71K | Sell |
961
-135
| -12% | -$9.97K | ﹤0.01% | 2755 |
|
|
2017
Q1 | $83K | Buy |
1,096
+5
| +0.5% | +$379 | ﹤0.01% | 2528 |
|
|
2016
Q4 | $76K | Buy |
1,091
+183
| +20% | +$12.7K | ﹤0.01% | 2530 |
|
|
2016
Q3 | $55K | Buy |
908
+1
| +0.1% | +$61 | ﹤0.01% | 2713 |
|
|
2016
Q2 | $49K | Buy |
907
+530
| +141% | +$28.6K | ﹤0.01% | 2698 |
|
|
2016
Q1 | $20K | Sell |
377
-66
| -15% | -$3.5K | ﹤0.01% | 3249 |
|
|
2015
Q4 | $21K | Sell |
443
-5
| -1% | -$237 | ﹤0.01% | 3199 |
|
|
2015
Q3 | $23K | Buy |
448
+117
| +35% | +$6.01K | ﹤0.01% | 3023 |
|
|
2015
Q2 | $19K | Sell |
331
-7
| -2% | -$402 | ﹤0.01% | 3279 |
|
|
2015
Q1 | $18K | Buy |
338
+38
| +13% | +$2.02K | ﹤0.01% | 3262 |
|
|
2014
Q4 | $17K | Buy |
300
+28
| +10% | +$1.59K | ﹤0.01% | 3101 |
|
|
2014
Q3 | $15K | Buy |
272
+63
| +30% | +$3.47K | ﹤0.01% | 2861 |
|
|
2014
Q2 | $13K | Buy |
209
+141
| +207% | +$8.77K | ﹤0.01% | 2952 |
|
|
2014
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 3355 |
|
|
2013
Q4 | $4K | Buy |
68
+30
| +79% | +$1.77K | ﹤0.01% | 3345 |
|
|
2013
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 3477 |
|
|
2013
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 3344 |
|