Osaic Holdings’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 | $73.1K | Sell |
693
-44,214
| -98% | -$4.67M | ﹤0.01% | 4402 |
|
|
2025
Q1 | $4.54M | Buy |
44,907
+43,345
| +2,775% | +$4.38M | 0.01% | 1091 |
|
|
2024
Q4 | $61.6K | Buy |
1,562
+1,227
| +366% | +$48.4K | ﹤0.01% | 4528 |
|
|
2024
Q3 | $35.3K | Sell |
335
-211
| -39% | -$22.2K | ﹤0.01% | 4971 |
|
|
2024
Q2 | $45.6K | Sell |
546
-460
| -46% | -$38.4K | ﹤0.01% | 4732 |
|
|
2024
Q1 | $87.5K | Sell |
1,006
-1,096
| -52% | -$95.4K | ﹤0.01% | 4338 |
|
|
2023
Q4 | $176K | Sell |
2,102
-384
| -15% | -$32.1K | ﹤0.01% | 4031 |
|
|
2023
Q3 | $154K | Buy |
2,486
+592
| +31% | +$36.7K | ﹤0.01% | 4187 |
|
|
2023
Q2 | $115K | Sell |
1,894
-140
| -7% | -$8.53K | ﹤0.01% | 4322 |
|
|
2023
Q1 | $117K | Buy |
2,034
+692
| +52% | +$40K | ﹤0.01% | 4307 |
|
|
2022
Q4 | $113K | Sell |
1,342
-491
| -27% | -$41.2K | ﹤0.01% | 4331 |
|
|
2022
Q3 | $154K | Buy |
1,833
+505
| +38% | +$42.4K | ﹤0.01% | 3994 |
|
|
2022
Q2 | $115K | Sell |
1,328
-82
| -6% | -$7.1K | ﹤0.01% | 4302 |
|
|
2022
Q1 | $142K | Buy |
1,410
+69
| +5% | +$6.95K | ﹤0.01% | 4306 |
|
|
2021
Q4 | $142K | Sell |
1,341
-11
| -0.8% | -$1.17K | ﹤0.01% | 4260 |
|
|
2021
Q3 | $131K | Sell |
1,352
-225
| -14% | -$21.8K | ﹤0.01% | 4289 |
|
|
2021
Q2 | $147K | Buy |
1,577
+44
| +3% | +$4.1K | ﹤0.01% | 4146 |
|
|
2021
Q1 | $141K | Sell |
1,533
-531
| -26% | -$48.8K | ﹤0.01% | 4061 |
|
|
2020
Q4 | $143K | Sell |
2,064
-621
| -23% | -$43K | ﹤0.01% | 3763 |
|
|
2020
Q3 | $131K | Buy |
2,685
+704
| +36% | +$34.3K | ﹤0.01% | 3603 |
|
|
2020
Q2 | $103K | Sell |
1,981
-841
| -30% | -$43.7K | ﹤0.01% | 3656 |
|
|
2020
Q1 | $130K | Buy |
+2,822
| New | +$130K | ﹤0.01% | 3255 |
|