Oppenheimer Asset Management’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 | $4.49M | Sell |
42,694
-478
| -1% | -$50.3K | 0.05% | 367 |
|
|
2025
Q1 | $4.36M | Buy |
43,172
+35,028
| +430% | +$3.54M | 0.05% | 345 |
|
|
2024
Q4 | $919K | Buy |
8,144
+236
| +3% | +$26.6K | 0.01% | 741 |
|
|
2024
Q3 | $831K | Buy |
+7,908
| New | +$831K | 0.01% | 760 |
|
|
2020
Q2 | – | Sell |
-47
| Closed | -$2K | – | 1426 |
|
|
2020
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1477 |
|
|
2019
Q4 | $3K | Hold |
47
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q3 | $3K | Hold |
47
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q2 | $3K | Hold |
47
| – | – | ﹤0.01% | 1580 |
|
|
2019
Q1 | $3K | Hold |
47
| – | – | ﹤0.01% | 1561 |
|
|
2018
Q4 | $3K | Buy |
+47
| New | +$3K | ﹤0.01% | 1585 |
|
|
2017
Q4 | – | Sell |
-47
| Closed | -$4K | – | 1471 |
|
|
2017
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 1593 |
|
|
2017
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 1584 |
|
|
2017
Q1 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 1607 |
|