Parallel Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $90.1K | Buy |
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|
2024
Q3 | $78.9K | Buy |
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|
2024
Q2 | $62.4K | Buy |
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|
2024
Q1 | $65K | Sell |
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|
2023
Q4 | $63.7K | Buy |
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|
2023
Q3 | $44.8K | Sell |
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|
2023
Q2 | $48.8K | Sell |
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|
2023
Q1 | $69.9K | Sell |
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|
2022
Q4 | $121K | Buy |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $68K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $36K | Sell |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $27K | Sell |
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|
2020
Q3 | $56K | Sell |
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|
2020
Q2 | $66K | Buy |
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|
2020
Q1 | $55K | Buy |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $66K | Sell |
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|
2019
Q2 | $72K | Hold |
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|
2019
Q1 | $70K | Sell |
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|
2018
Q4 | $70K | Buy |
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|
2018
Q3 | $79K | Hold |
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|
2018
Q2 | $84K | Buy |
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|
2018
Q1 | $74K | Hold |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $71K | Buy |
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|
2017
Q1 | $74K | Buy |
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|
2016
Q4 | $70K | Buy |
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