NJ State Employees Deferred Compensation Plan’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 | $421K | Hold |
4,000
| – | – | 0.05% | 304 |
|
2025
Q1 | $404K | Hold |
4,000
| – | – | 0.05% | 316 |
|
2024
Q4 | $451K | Hold |
4,000
| – | – | 0.05% | 310 |
|
2024
Q3 | $420K | Hold |
4,000
| – | – | 0.05% | 332 |
|
2024
Q2 | $334K | Hold |
4,000
| – | – | 0.04% | 353 |
|
2024
Q1 | $348K | Hold |
4,000
| – | – | 0.04% | 348 |
|
2023
Q4 | $334K | Hold |
4,000
| – | – | 0.05% | 360 |
|
2023
Q3 | $248K | Hold |
4,000
| – | – | 0.04% | 384 |
|
2023
Q2 | $244K | Hold |
4,000
| – | – | 0.04% | 411 |
|
2023
Q1 | $231K | Hold |
4,000
| – | – | 0.04% | 419 |
|
2022
Q4 | $334K | Hold |
4,000
| – | – | 0.05% | 346 |
|
2022
Q3 | $337K | Hold |
4,000
| – | – | 0.06% | 336 |
|
2022
Q2 | $344K | Hold |
4,000
| – | – | 0.06% | 332 |
|
2022
Q1 | $389K | Hold |
4,000
| – | – | 0.05% | 346 |
|
2021
Q4 | $424K | Hold |
4,000
| – | – | 0.05% | 332 |
|
2021
Q3 | $387K | Hold |
4,000
| – | – | 0.05% | 343 |
|
2021
Q2 | $372K | Hold |
4,000
| – | – | 0.05% | 365 |
|
2021
Q1 | $369K | Hold |
4,000
| – | – | 0.05% | 364 |
|
2020
Q4 | $276K | Buy |
+4,000
| New | +$276K | 0.04% | 395 |
|
2020
Q3 | – | Sell |
-4,000
| Closed | -$206K | – | 498 |
|
2020
Q2 | $206K | Buy |
+4,000
| New | +$206K | 0.04% | 406 |
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$275K | – | 518 |
|
2019
Q4 | $275K | Hold |
4,000
| – | – | 0.05% | 422 |
|
2019
Q3 | $258K | Hold |
4,000
| – | – | 0.05% | 424 |
|
2019
Q2 | $263K | Hold |
4,000
| – | – | 0.05% | 464 |
|
2019
Q1 | $256K | Buy |
+4,000
| New | +$256K | 0.05% | 468 |
|
2018
Q4 | – | Sell |
-3,000
| Closed | -$213K | – | 540 |
|
2018
Q3 | $213K | Buy |
+3,000
| New | +$213K | 0.04% | 488 |
|