Paloma Partners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,494
| Closed | -$379K | – | 2080 |
|
|
2020
Q4 | $379K | Sell |
5,494
-1,767
| -24% | -$122K | 0.01% | 861 |
|
|
2020
Q3 | $356K | Sell |
7,261
-1,248
| -15% | -$61.2K | 0.01% | 1225 |
|
|
2020
Q2 | $438K | Buy |
8,509
+1,588
| +23% | +$81.7K | 0.01% | 1153 |
|
|
2020
Q1 | $321K | Buy |
+6,921
| New | +$321K | 0.02% | 574 |
|
|
2019
Q4 | – | Sell |
-21,948
| Closed | -$1.42M | – | 2101 |
|
|
2019
Q3 | $1.42M | Buy |
21,948
+12,227
| +126% | +$789K | 0.03% | 417 |
|
|
2019
Q2 | $640K | Buy |
+9,721
| New | +$640K | 0.01% | 724 |
|
|
2019
Q1 | – | Sell |
-4,600
| Closed | -$280K | – | 1542 |
|
|
2018
Q4 | $280K | Buy |
4,600
+615
| +15% | +$37.4K | 0.01% | 655 |
|
|
2018
Q3 | $283K | Buy |
+3,985
| New | +$283K | 0.01% | 964 |
|
|
2018
Q1 | – | Sell |
-5,605
| Closed | -$403K | – | 1618 |
|
|
2017
Q4 | $403K | Buy |
5,605
+946
| +20% | +$68K | 0.01% | 853 |
|
|
2017
Q3 | $347K | Sell |
4,659
-675
| -13% | -$50.3K | ﹤0.01% | 1159 |
|
|
2017
Q2 | $400K | Buy |
5,334
+129
| +2% | +$9.67K | ﹤0.01% | 1189 |
|
|
2017
Q1 | $393K | Sell |
5,205
-7,967
| -60% | -$602K | ﹤0.01% | 1201 |
|
|
2016
Q4 | $1.02M | Buy |
+13,172
| New | +$1.02M | 0.01% | 780 |
|
|
2016
Q3 | – | Sell |
-4,745
| Closed | -$253K | – | 1637 |
|
|
2016
Q2 | $253K | Buy |
+4,745
| New | +$253K | ﹤0.01% | 1411 |
|
|
2016
Q1 | – | Sell |
-19,815
| Closed | -$922K | – | 1662 |
|
|
2015
Q4 | $922K | Buy |
+19,815
| New | +$922K | 0.02% | 466 |
|
|
2014
Q1 | – | Sell |
-3,971
| Closed | -$255K | – | 957 |
|
|
2013
Q4 | $255K | Buy |
+3,971
| New | +$255K | 0.01% | 830 |
|