Macquarie Group’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-492
| Closed | -$113K | – | 2358 |
|
|
2022
Q3 | $113K | Sell |
492
-853
| -63% | -$196K | ﹤0.01% | 1727 |
|
|
2022
Q2 | $116K | Hold |
1,345
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q1 | $131 | Hold |
1,345
| – | – | ﹤0.01% | 1883 |
|
|
2021
Q4 | $143K | Sell |
1,345
-231
| -15% | -$24.6K | ﹤0.01% | 1840 |
|
|
2021
Q3 | $152K | Hold |
1,576
| – | – | ﹤0.01% | 1853 |
|
|
2021
Q2 | $147K | Hold |
1,576
| – | – | ﹤0.01% | 1860 |
|
|
2021
Q1 | $146K | Sell |
1,576
-514
| -25% | -$47.6K | ﹤0.01% | 1800 |
|
|
2020
Q4 | $144K | Hold |
2,090
| – | – | ﹤0.01% | 1781 |
|
|
2020
Q3 | $102K | Hold |
2,090
| – | – | ﹤0.01% | 1779 |
|
|
2020
Q2 | $108K | Sell |
2,090
-610
| -23% | -$31.5K | ﹤0.01% | 1725 |
|
|
2020
Q1 | $125K | Hold |
2,700
| – | – | ﹤0.01% | 1569 |
|
|
2019
Q4 | $185K | Hold |
2,700
| – | – | ﹤0.01% | 1632 |
|
|
2019
Q3 | $174K | Sell |
2,700
-1,300
| -33% | -$83.8K | ﹤0.01% | 1614 |
|
|
2019
Q2 | $263K | Buy |
+4,000
| New | +$263K | ﹤0.01% | 1520 |
|