LPL Financial’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 | $3.43M | Buy |
32,609
+7,505
| +30% | +$789K | ﹤0.01% | 2608 |
|
|
2025
Q1 | $2.54M | Buy |
25,104
+4,775
| +23% | +$483K | ﹤0.01% | 2724 |
|
|
2024
Q4 | $2.29M | Buy |
20,329
+12,845
| +172% | +$1.45M | ﹤0.01% | 2724 |
|
|
2024
Q3 | $787K | Sell |
7,484
-180
| -2% | -$18.9K | ﹤0.01% | 3564 |
|
|
2024
Q2 | $639K | Buy |
7,664
+3,069
| +67% | +$256K | ﹤0.01% | 3599 |
|
|
2024
Q1 | $400K | Buy |
4,595
+390
| +9% | +$33.9K | ﹤0.01% | 3917 |
|
|
2023
Q4 | $351K | Buy |
4,205
+664
| +19% | +$55.5K | ﹤0.01% | 3913 |
|
|
2023
Q3 | $220K | Buy |
+3,541
| New | +$220K | ﹤0.01% | 4112 |
|
|
2023
Q2 | – | Sell |
-3,535
| Closed | -$204K | – | 4627 |
|
|
2023
Q1 | $204K | Sell |
3,535
-592
| -14% | -$34.2K | ﹤0.01% | 4000 |
|
|
2022
Q4 | $345K | Buy |
4,127
+624
| +18% | +$52.1K | ﹤0.01% | 3538 |
|
|
2022
Q3 | $295K | Buy |
3,503
+1
| +0% | +$84 | ﹤0.01% | 3587 |
|
|
2022
Q2 | $302K | Sell |
3,502
-216
| -6% | -$18.6K | ﹤0.01% | 3599 |
|
|
2022
Q1 | $361K | Buy |
3,718
+83
| +2% | +$8.06K | ﹤0.01% | 3424 |
|
|
2021
Q4 | $386K | Buy |
3,635
+89
| +3% | +$9.45K | ﹤0.01% | 3491 |
|
|
2021
Q3 | $343K | Buy |
3,546
+1,183
| +50% | +$114K | ﹤0.01% | 3527 |
|
|
2021
Q2 | $220K | Sell |
2,363
-55
| -2% | -$5.12K | ﹤0.01% | 3816 |
|
|
2021
Q1 | $223K | Buy |
+2,418
| New | +$223K | ﹤0.01% | 3664 |
|
|
2020
Q1 | – | Sell |
-2,988
| Closed | -$205K | – | 3403 |
|
|
2019
Q4 | $205K | Buy |
+2,988
| New | +$205K | ﹤0.01% | 3070 |
|
|
2018
Q3 | – | Sell |
-2,739
| Closed | -$209K | – | 3289 |
|
|
2018
Q2 | $209K | Buy |
+2,739
| New | +$209K | ﹤0.01% | 2929 |
|