LS Investment Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,270
| Closed | -$117K | – | 1425 |
|
|
2020
Q2 | $117K | Buy |
2,270
+75
| +3% | +$3.87K | 0.01% | 937 |
|
|
2020
Q1 | $102K | Hold |
2,195
| – | – | 0.01% | 892 |
|
|
2019
Q4 | $151K | Sell |
2,195
-1,462
| -40% | -$101K | 0.01% | 931 |
|
|
2019
Q3 | $236K | Buy |
3,657
+62
| +2% | +$4K | 0.01% | 715 |
|
|
2019
Q2 | $237K | Sell |
3,595
-221
| -6% | -$14.6K | 0.01% | 705 |
|
|
2019
Q1 | $244K | Buy |
3,816
+6
| +0.2% | +$384 | 0.02% | 710 |
|
|
2018
Q4 | $232K | Buy |
3,810
+1,346
| +55% | +$82K | 0.02% | 683 |
|
|
2018
Q3 | $175K | Sell |
2,464
-55
| -2% | -$3.91K | 0.01% | 903 |
|
|
2018
Q2 | $192K | Hold |
2,519
| – | – | 0.01% | 889 |
|
|
2018
Q1 | $182K | Sell |
2,519
-358
| -12% | -$25.9K | 0.01% | 899 |
|
|
2017
Q4 | $207K | Sell |
2,877
-419
| -13% | -$30.1K | 0.01% | 875 |
|
|
2017
Q3 | $246K | Sell |
3,296
-137
| -4% | -$10.2K | 0.01% | 846 |
|
|
2017
Q2 | $257K | Buy |
3,433
+505
| +17% | +$37.8K | 0.02% | 805 |
|
|
2017
Q1 | $221K | Sell |
2,928
-53
| -2% | -$4K | 0.01% | 806 |
|
|
2016
Q4 | $230K | Buy |
2,981
+1,406
| +89% | +$108K | 0.02% | 747 |
|
|
2016
Q3 | $94K | Buy |
1,575
+58
| +4% | +$3.46K | 0.01% | 1023 |
|
|
2016
Q2 | $81K | Buy |
1,517
+76
| +5% | +$4.06K | 0.01% | 1052 |
|
|
2016
Q1 | $74K | Buy |
1,441
+82
| +6% | +$4.21K | 0.01% | 997 |
|
|
2015
Q4 | $63K | Hold |
1,359
| – | – | ﹤0.01% | 1048 |
|
|
2015
Q3 | $69K | Buy |
1,359
+79
| +6% | +$4.01K | 0.01% | 1006 |
|
|
2015
Q2 | $73K | Buy |
+1,280
| New | +$73K | 0.01% | 1011 |
|