Lindbrook Capital’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 | $24.5K | Sell |
242
-16
| -6% | -$1.62K | ﹤0.01% | 1274 |
|
|
2024
Q4 | $29.1K | Sell |
258
-7
| -3% | -$790 | ﹤0.01% | 1072 |
|
|
2024
Q3 | $27.9K | Sell |
265
-5
| -2% | -$526 | ﹤0.01% | 1110 |
|
|
2024
Q2 | $22.5K | Buy |
270
+21
| +8% | +$1.75K | ﹤0.01% | 1179 |
|
|
2024
Q1 | $21.7K | Buy |
249
+5
| +2% | +$435 | ﹤0.01% | 1172 |
|
|
2023
Q4 | $20.4K | Buy |
244
+14
| +6% | +$1.17K | ﹤0.01% | 1165 |
|
|
2023
Q3 | $14.3K | Sell |
230
-62
| -21% | -$3.85K | ﹤0.01% | 1227 |
|
|
2023
Q2 | $17.8K | Buy |
292
+127
| +77% | +$7.73K | ﹤0.01% | 1154 |
|
|
2023
Q1 | $9.52K | Sell |
165
-42
| -20% | -$2.42K | ﹤0.01% | 1484 |
|
|
2022
Q4 | $17.3K | Buy |
207
+77
| +59% | +$6.43K | ﹤0.01% | 1134 |
|
|
2022
Q3 | $11K | Sell |
130
-2
| -2% | -$169 | ﹤0.01% | 1300 |
|
|
2022
Q2 | $11K | Buy |
132
+3
| +2% | +$250 | ﹤0.01% | 1233 |
|
|
2022
Q1 | $13K | Buy |
129
+7
| +6% | +$705 | ﹤0.01% | 1201 |
|
|
2021
Q4 | $13K | Hold |
122
| – | – | ﹤0.01% | 1181 |
|
|
2021
Q3 | $12K | Hold |
122
| – | – | ﹤0.01% | 933 |
|
|
2021
Q2 | $11K | Hold |
122
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q1 | $11K | Hold |
122
| – | – | ﹤0.01% | 992 |
|
|
2020
Q4 | $8K | Hold |
122
| – | – | ﹤0.01% | 1013 |
|
|
2020
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 1061 |
|
|
2020
Q2 | $6K | Buy |
122
+14
| +13% | +$689 | ﹤0.01% | 1038 |
|
|
2020
Q1 | $5K | Buy |
108
+99
| +1,100% | +$4.58K | ﹤0.01% | 1028 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1453 |
|
|
2019
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1394 |
|
|
2019
Q2 | $0 | Hold |
9
| – | – | ﹤0.01% | 1513 |
|
|
2019
Q1 | $0 | Hold |
9
| – | – | ﹤0.01% | 1518 |
|
|
2018
Q4 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1452 |
|