Mariner’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
29,754
-1,058
| -3% | -$111K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $3.12M | Buy |
30,812
+9,516
| +45% | +$962K | 0.01% | 1001 |
|
|
2024
Q4 | $2.4M | Buy |
21,296
+393
| +2% | +$44.4K | ﹤0.01% | 1117 |
|
|
2024
Q3 | $2.2M | Buy |
20,903
+3,925
| +23% | +$412K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $1.42M | Sell |
16,978
-346
| -2% | -$28.9K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $1.51M | Buy |
17,324
+2,271
| +15% | +$198K | ﹤0.01% | 1255 |
|
|
2023
Q4 | $1.26M | Buy |
15,053
+182
| +1% | +$15.2K | ﹤0.01% | 1288 |
|
|
2023
Q3 | $923K | Sell |
14,871
-2,020
| -12% | -$125K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $1.03M | Buy |
16,891
+4,165
| +33% | +$254K | ﹤0.01% | 1292 |
|
|
2023
Q1 | $735K | Sell |
12,726
-331
| -3% | -$19.1K | ﹤0.01% | 1443 |
|
|
2022
Q4 | $1.09M | Buy |
13,057
+1,416
| +12% | +$118K | ﹤0.01% | 1194 |
|
|
2022
Q3 | $981K | Buy |
11,641
+163
| +1% | +$13.7K | ﹤0.01% | 1062 |
|
|
2022
Q2 | $988K | Sell |
11,478
-131
| -1% | -$11.3K | ﹤0.01% | 906 |
|
|
2022
Q1 | $1.13M | Sell |
11,609
-54
| -0.5% | -$5.25K | ﹤0.01% | 896 |
|
|
2021
Q4 | $1.24M | Sell |
11,663
-23
| -0.2% | -$2.44K | 0.01% | 772 |
|
|
2021
Q3 | $1.13M | Buy |
11,686
+353
| +3% | +$34.1K | 0.01% | 675 |
|
|
2021
Q2 | $1.06M | Buy |
11,333
+184
| +2% | +$17.1K | 0.01% | 653 |
|
|
2021
Q1 | $1.03M | Sell |
11,149
-2,309
| -17% | -$213K | 0.01% | 605 |
|
|
2020
Q4 | $928K | Sell |
13,458
-2,096
| -13% | -$145K | 0.01% | 576 |
|
|
2020
Q3 | $762K | Sell |
15,554
-115
| -0.7% | -$5.63K | 0.01% | 549 |
|
|
2020
Q2 | $808K | Sell |
15,669
-2,561
| -14% | -$132K | 0.01% | 520 |
|
|
2020
Q1 | $846K | Sell |
18,230
-5,793
| -24% | -$269K | 0.01% | 498 |
|
|
2019
Q4 | $1.65M | Buy |
24,023
+4,108
| +21% | +$282K | 0.02% | 424 |
|
|
2019
Q3 | $1.29M | Sell |
19,915
-41,232
| -67% | -$2.66M | 0.02% | 439 |
|
|
2019
Q2 | $4.03M | Sell |
61,147
-3,861
| -6% | -$254K | 0.05% | 272 |
|
|
2019
Q1 | $4.16M | Sell |
65,008
-1,612
| -2% | -$103K | 0.06% | 261 |
|
|
2018
Q4 | $4.06M | Sell |
66,620
-14,773
| -18% | -$901K | 0.07% | 230 |
|
|
2018
Q3 | $5.77M | Sell |
81,393
-5,019
| -6% | -$356K | 0.15% | 141 |
|
|
2018
Q2 | $6.59M | Buy |
86,412
+69,685
| +417% | +$5.31M | 0.19% | 122 |
|
|
2018
Q1 | $1.21M | Sell |
16,727
-1,347
| -7% | -$97.5K | 0.04% | 288 |
|
|
2017
Q4 | $1.3M | Sell |
18,074
-2,816
| -13% | -$203K | 0.05% | 258 |
|
|
2017
Q3 | $1.56M | Buy |
20,890
+8,426
| +68% | +$628K | 0.07% | 207 |
|
|
2017
Q2 | $933K | Sell |
12,464
-481
| -4% | -$36K | 0.04% | 258 |
|
|
2017
Q1 | $975K | Sell |
12,945
-2,000
| -13% | -$151K | 0.04% | 275 |
|
|
2016
Q4 | $1.15M | Buy |
14,945
+3,590
| +32% | +$277K | 0.05% | 255 |
|
|
2016
Q3 | $675K | Buy |
11,355
+700
| +7% | +$41.6K | 0.03% | 320 |
|
|
2016
Q2 | $567K | Buy |
10,655
+90
| +0.9% | +$4.79K | 0.03% | 310 |
|
|
2016
Q1 | $545K | Sell |
10,565
-672
| -6% | -$34.7K | 0.03% | 309 |
|
|
2015
Q4 | $523K | Buy |
11,237
+111
| +1% | +$5.17K | 0.03% | 279 |
|
|
2015
Q3 | $565K | Buy |
11,126
+55
| +0.5% | +$2.79K | 0.03% | 316 |
|
|
2015
Q2 | $631K | Buy |
11,071
+4
| +0% | +$228 | 0.03% | 307 |
|
|
2015
Q1 | $585K | Buy |
11,067
+3
| +0% | +$159 | 0.05% | 228 |
|
|
2014
Q4 | $629K | Buy |
11,064
+5,003
| +83% | +$284K | 0.06% | 213 |
|
|
2014
Q3 | $331K | Sell |
6,061
-954
| -14% | -$52.1K | 0.04% | 261 |
|
|
2014
Q2 | $445K | Buy |
7,015
+322
| +5% | +$20.4K | 0.05% | 239 |
|
|
2014
Q1 | $433K | Sell |
6,693
-536
| -7% | -$34.7K | 0.06% | 223 |
|
|
2013
Q4 | $465K | Buy |
7,229
+31
| +0.4% | +$1.99K | 0.06% | 236 |
|
|
2013
Q3 | $391K | Sell |
7,198
-500
| -6% | -$27.2K | 0.07% | 211 |
|
|
2013
Q2 | $429K | Buy |
+7,698
| New | +$429K | 0.09% | 181 |
|