Parallel Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $125K | Sell |
1,189
-87
| -7% | -$9.15K | ﹤0.01% | 1246 |
|
|
2025
Q1 | $129K | Buy |
1,276
+478
| +60% | +$48.3K | ﹤0.01% | 1159 |
|
|
2024
Q4 | $90.1K | Buy |
798
+47
| +6% | +$5.3K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $78.9K | Buy |
751
+3
| +0.4% | +$315 | ﹤0.01% | 1372 |
|
|
2024
Q2 | $62.4K | Buy |
748
+1
| +0.1% | +$83 | ﹤0.01% | 1400 |
|
|
2024
Q1 | $65K | Sell |
747
-16
| -2% | -$1.39K | ﹤0.01% | 1373 |
|
|
2023
Q4 | $63.7K | Buy |
763
+41
| +6% | +$3.43K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $44.8K | Sell |
722
-80
| -10% | -$4.96K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $48.8K | Sell |
802
-408
| -34% | -$24.8K | ﹤0.01% | 1409 |
|
|
2023
Q1 | $69.9K | Sell |
1,210
-243
| -17% | -$14K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $121K | Buy |
1,453
+346
| +31% | +$28.9K | 0.01% | 916 |
|
|
2022
Q3 | $93K | Buy |
1,107
+546
| +97% | +$45.9K | ﹤0.01% | 995 |
|
|
2022
Q2 | $48K | Buy |
561
+156
| +39% | +$13.3K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $40K | Sell |
405
-237
| -37% | -$23.4K | ﹤0.01% | 1377 |
|
|
2021
Q4 | $68K | Buy |
642
+68
| +12% | +$7.2K | ﹤0.01% | 1168 |
|
|
2021
Q3 | $55K | Buy |
574
+184
| +47% | +$17.6K | ﹤0.01% | 1228 |
|
|
2021
Q2 | $36K | Sell |
390
-1
| -0.3% | -$92 | ﹤0.01% | 1382 |
|
|
2021
Q1 | $36K | Hold |
391
| – | – | ﹤0.01% | 1312 |
|
|
2020
Q4 | $27K | Sell |
391
-752
| -66% | -$51.9K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $56K | Sell |
1,143
-138
| -11% | -$6.76K | ﹤0.01% | 1000 |
|
|
2020
Q2 | $66K | Buy |
1,281
+75
| +6% | +$3.86K | ﹤0.01% | 935 |
|
|
2020
Q1 | $55K | Buy |
1,206
+182
| +18% | +$8.3K | ﹤0.01% | 896 |
|
|
2019
Q4 | $70K | Hold |
1,024
| – | – | 0.01% | 921 |
|
|
2019
Q3 | $66K | Sell |
1,024
-70
| -6% | -$4.51K | 0.01% | 870 |
|
|
2019
Q2 | $72K | Hold |
1,094
| – | – | 0.01% | 761 |
|
|
2019
Q1 | $70K | Sell |
1,094
-66
| -6% | -$4.22K | 0.01% | 725 |
|
|
2018
Q4 | $70K | Buy |
1,160
+48
| +4% | +$2.9K | 0.01% | 648 |
|
|
2018
Q3 | $79K | Hold |
1,112
| – | – | 0.01% | 657 |
|
|
2018
Q2 | $84K | Buy |
1,112
+89
| +9% | +$6.72K | 0.01% | 585 |
|
|
2018
Q1 | $74K | Hold |
1,023
| – | – | 0.01% | 581 |
|
|
2017
Q4 | $74K | Hold |
1,023
| – | – | 0.01% | 581 |
|
|
2017
Q3 | $73K | Hold |
1,023
| – | – | 0.01% | 573 |
|
|
2017
Q2 | $71K | Buy |
1,023
+15
| +1% | +$1.04K | 0.01% | 588 |
|
|
2017
Q1 | $74K | Buy |
1,008
+102
| +11% | +$7.49K | 0.01% | 541 |
|
|
2016
Q4 | $70K | Buy |
+906
| New | +$70K | 0.02% | 487 |
|